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 | $66,737 | $72,071-7.4% | $68,368-2.4% | $137,256-51.4% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 14.09% | 353.14%-339.0pp | 292.57%-278.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,166 | $2,788-22.3% | $2,649-18.2% | $4,156-47.9% |
| Participant deferral / active EE | $5,383 | $4,410+22.1% | $4,123+30.6% | $6,407-16.0% |
| Admin fee / account holder | $23 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |