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 | $64,381 | $72,277-10.9% | $101,248-36.4% | $79,858-19.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.08% | 22.30%-6.2pp | 46.47%-30.4pp | 31.71%-15.6pp |
| Employer contribution / active EE | $6,222 | $2,692+131.2% | $3,660+70.0% | $2,471+151.8% |
| Participant deferral / active EE | $5,220 | $3,282+59.1% | $4,370+19.4% | $3,740+39.6% |
| Admin fee / account holder | $119 | $4,400-97.3% | $5,945-98.0% | $5,306-97.8% |