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 | $57,364 | $54,762+4.8% | $90,281-36.5% | $72,985-21.4% |
| Participation rate | 93.1% | 65.1%+28.0pp | 73.3%+19.8pp | 69.5%+23.6pp |
| Annual return | 79.95% | 30.63%+49.3pp | 78.10%+1.9pp | 81.00%-1.1pp |
| Employer contribution / active EE | $4,061 | $2,092+94.1% | $2,854+42.3% | $2,440+66.4% |
| Participant deferral / active EE | $5,670 | $2,887+96.4% | $3,885+45.9% | $3,607+57.2% |
| Admin fee / account holder | $204 | $3,972-94.9% | $5,351-96.2% | $5,124-96.0% |