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 | $60,065 | $67,606-11.2% | $82,313-27.0% | $70,131-14.4% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.9%+16.4pp | 69.5%+23.8pp |
| Annual return | 22.82% | 21.57%+1.3pp | 25.88%-3.1pp | 73.14%-50.3pp |
| Employer contribution / active EE | $4,468 | $1,755+154.6% | $2,428+84.0% | $2,342+90.7% |
| Participant deferral / active EE | $8,384 | $2,987+180.7% | $3,706+126.2% | $3,332+151.7% |
| Admin fee / account holder | $15 | $4,512-99.7% | $5,608-99.7% | $4,645-99.7% |