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 6-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 | $60,213 | $95,453-36.9% | $112,040-46.3% | $82,448-27.0% |
| Participation rate | 89.7% | 72.8%+16.9pp | 76.5%+13.2pp | 68.1%+21.6pp |
| Annual return | 18.04% | 23.92%-5.9pp | 24.52%-6.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $4,949 | $2,318+113.5% | $2,954+67.5% | $2,551+94.0% |
| Participant deferral / active EE | $9,935 | $4,224+135.2% | $5,098+94.9% | $4,139+140.0% |
| Admin fee / account holder | $0 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |