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 | $98,710 | $58,828+67.8% | $77,999+26.6% | $62,891+57.0% |
| Participation rate | 96.3% | 71.1%+25.2pp | 75.5%+20.8pp | 69.3%+27.0pp |
| Annual return | 5.28% | 17.16%-11.9pp | 425.96%-420.7pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,905 | $1,672+73.8% | $2,470+17.6% | $2,281+27.3% |
| Participant deferral / active EE | $7,488 | $2,686+178.8% | $3,497+114.1% | $3,203+133.8% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |