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 | $59,509 | $72,277-17.7% | $101,248-41.2% | $79,858-25.5% |
| Participation rate | 94.6% | 68.5%+26.1pp | 75.8%+18.8pp | 69.6%+25.0pp |
| Annual return | 47.00% | 22.30%+24.7pp | 46.47%+0.5pp | 31.71%+15.3pp |
| Employer contribution / active EE | $5,597 | $2,692+108.0% | $3,660+53.0% | $2,471+126.5% |
| Participant deferral / active EE | $5,567 | $3,282+69.6% | $4,370+27.4% | $3,740+48.8% |
| Admin fee / account holder | $202 | $4,400-95.4% | $5,945-96.6% | $5,306-96.2% |