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 | $50,262 | $98,750-49.1% | $149,696-66.4% | $79,858-37.1% |
| Participation rate | 98.3% | 75.8%+22.6pp | 82.5%+15.9pp | 69.6%+28.7pp |
| Annual return | 17.67% | 27.43%-9.8pp | 276.60%-258.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,956 | $3,216-8.1% | $4,644-36.4% | $2,471+19.6% |
| Participant deferral / active EE | $6,619 | $5,680+16.5% | $6,842-3.3% | $3,740+77.0% |
| Admin fee / account holder | $230 | $6,053-96.2% | $9,309-97.5% | $5,306-95.7% |