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 | $69,793 | $54,705+27.6% | $71,209-2.0% | $84,808-17.7% |
| Participation rate | 89.3% | 64.1%+25.2pp | 73.8%+15.5pp | 68.3%+21.0pp |
| Annual return | 19.92% | 35.90%-16.0pp | 282.51%-262.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,315 | $2,158+7.3% | $2,721-14.9% | $2,631-12.0% |
| Participant deferral / active EE | $4,329 | $3,030+42.8% | $4,175+3.7% | $4,212+2.8% |
| Admin fee / account holder | $35 | $4,863-99.3% | $5,349-99.4% | $7,344-99.5% |