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 | $58,535 | $117,983-50.4% | $101,794-42.5% | $142,382-58.9% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 17.40% | 36.92%-19.5pp | 30.53%-13.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,745 | $2,773-1.0% | $2,289+19.9% | $4,299-36.2% |
| Participant deferral / active EE | $6,234 | $4,714+32.2% | $4,084+52.6% | $6,507-4.2% |
| Admin fee / account holder | $59 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |