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 | $63,096 | $58,828+7.3% | $77,999-19.1% | $62,891+0.3% |
| Participation rate | 96.0% | 71.1%+24.9pp | 75.5%+20.5pp | 69.3%+26.7pp |
| Annual return | 7.20% | 17.16%-10.0pp | 425.96%-418.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,470 | $1,672+47.8% | $2,4700% | $2,281+8.3% |
| Participant deferral / active EE | $1,369 | $2,686-49.0% | $3,497-60.9% | $3,203-57.3% |
| Admin fee / account holder | $3 | $4,393-99.9% | $5,480-100.0% | $4,296-99.9% |