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 | $52,321 | $96,484-45.8% | $75,886-31.1% | $152,861-65.8% |
| Participation rate | 91.7% | 76.2%+15.5pp | 69.3%+22.4pp | 82.4%+9.2pp |
| Annual return | 21.91% | 33.98%-12.1pp | 30.76%-8.8pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,626 | $3,309-20.7% | $2,500+5.0% | $4,762-44.9% |
| Participant deferral / active EE | $9,931 | $4,553+118.1% | $3,603+175.6% | $5,850+69.8% |
| Admin fee / account holder | $1 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |