See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,958 | $53,822+28.1% | $75,696-8.9% | $85,850-19.7% |
| Participation rate | 85.7% | 69.1%+16.6pp | 74.8%+10.9pp | 69.3%+16.4pp |
| Annual return | 18.01% | 24.54%-6.5pp | 104.53%-86.5pp | 318.53%-300.5pp |
| Employer contribution / active EE | $2,105 | $2,017+4.4% | $2,743-23.3% | $2,565-17.9% |
| Participant deferral / active EE | $4,672 | $2,895+61.4% | $3,821+22.3% | $3,952+18.2% |
| Admin fee / account holder | $74 | $3,343-97.8% | $3,619-98.0% | $6,260-98.8% |