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 | $63,053 | $127,264-50.5% | $109,895-42.6% | $167,490-62.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 20.96% | 22.97%-2.0pp | 29.45%-8.5pp | 478.56%-457.6pp |
| Employer contribution / active EE | $807 | $3,322-75.7% | $2,842-71.6% | $4,837-83.3% |
| Participant deferral / active EE | $1,218 | $4,514-73.0% | $4,048-69.9% | $6,341-80.8% |
| Admin fee / account holder | $33 | $7,114-99.5% | $6,066-99.5% | $12,309-99.7% |