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 | $67,086 | $114,381-41.3% | $107,525-37.6% | $142,382-52.9% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 15.31% | 242.71%-227.4pp | 181.32%-166.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,852 | $4,015-4.1% | $3,754+2.6% | $4,299-10.4% |
| Participant deferral / active EE | $15,764 | $5,564+183.3% | $5,116+208.1% | $6,507+142.3% |
| Admin fee / account holder | $11 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |