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 | $69,426 | $124,281-44.1% | $109,143-36.4% | $167,490-58.5% |
| Participation rate | 91.7% | 79.4%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 16.63% | 26.04%-9.4pp | 25.75%-9.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $3,292 | $4,207-21.8% | $3,722-11.6% | $4,837-32.0% |
| Participant deferral / active EE | $9,320 | $5,255+77.3% | $4,653+100.3% | $6,341+47.0% |
| Admin fee / account holder | $4 | $7,970-99.9% | $6,752-99.9% | $12,309-100.0% |