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 | $73,748 | $104,251-29.3% | $91,001-19.0% | $147,584-50.0% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.6%+10.1pp | 82.8%+2.9pp |
| Annual return | 16.01% | 27.06%-11.1pp | 4.60%+11.4pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,375 | $3,116-55.9% | $2,456-44.0% | $4,876-71.8% |
| Participant deferral / active EE | $2,365 | $4,195-43.6% | $3,547-33.3% | $5,439-56.5% |
| Admin fee / account holder | $8 | $8,948-99.9% | $5,417-99.9% | $10,885-99.9% |