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 | $64,584 | $104,907-38.4% | $84,611-23.7% | $152,861-57.8% |
| Participation rate | 88.9% | 74.8%+14.1pp | 68.2%+20.7pp | 82.4%+6.4pp |
| Annual return | 25.36% | 373.79%-348.4pp | 258.74%-233.4pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,777 | $3,302-15.9% | $2,652+4.7% | $4,762-41.7% |
| Participant deferral / active EE | $3,698 | $4,688-21.1% | $3,899-5.1% | $5,850-36.8% |
| Admin fee / account holder | $269 | $6,241-95.7% | $4,912-94.5% | $11,596-97.7% |