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 6-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 | $87,510 | $78,520+11.4% | $96,576-9.4% | $82,448+6.1% |
| Participation rate | 87.2% | 77.7%+9.4pp | 81.4%+5.7pp | 68.1%+19.1pp |
| Annual return | 16.94% | 41.30%-24.4pp | 38.47%-21.5pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,695 | $6,754+58.3% | $7,956+34.4% | $4,139+158.4% |
| Admin fee / account holder | $0 | $13,455-100.0% | $11,381-100.0% | $7,234-100.0% |