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 | $68,520 | $99,652-31.2% | $78,778-13.0% | $147,584-53.6% |
| Participation rate | 93.3% | 76.2%+17.1pp | 69.2%+24.1pp | 82.8%+10.5pp |
| Annual return | 13.76% | 47.28%-33.5pp | 35.62%-21.9pp | 578.55%-564.8pp |
| Employer contribution / active EE | $4,169 | $2,796+49.1% | $1,986+110.0% | $4,876-14.5% |
| Participant deferral / active EE | $4,642 | $3,664+26.7% | $2,958+56.9% | $5,439-14.7% |
| Admin fee / account holder | $3 | $7,155-100.0% | $5,134-99.9% | $10,885-100.0% |