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 | $56,989 | $154,117-63.0% | $129,995-56.2% | $139,434-59.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.16% | 32.48%-15.3pp | -137.18%+154.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $5,777 | $5,289+9.2% | $4,320+33.7% | $4,751+21.6% |
| Participant deferral / active EE | $11,176 | $6,710+66.6% | $5,820+92.0% | $6,710+66.5% |
| Admin fee / account holder | $20 | $14,007-99.9% | $10,614-99.8% | $11,403-99.8% |