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 | $35,905 | $65,365-45.1% | $92,893-61.3% | $72,985-50.8% |
| Participation rate | 94.7% | 68.3%+26.4pp | 76.0%+18.7pp | 69.5%+25.3pp |
| Annual return | 27.57% | 42.10%-14.5pp | 109.41%-81.8pp | 81.00%-53.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,450 | $3,128+74.2% | $4,236+28.7% | $3,607+51.1% |
| Admin fee / account holder | $34 | $4,251-99.2% | $5,794-99.4% | $5,124-99.3% |