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 | $76,419 | $227,553-66.4% | $189,557-59.7% | $167,490-54.4% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.4%+11.6pp | 82.1%+7.9pp |
| Annual return | 16.91% | 78.40%-61.5pp | 64.17%-47.3pp | 478.56%-461.7pp |
| Employer contribution / active EE | $2,610 | $5,316-50.9% | $4,412-40.9% | $4,837-46.1% |
| Participant deferral / active EE | $6,253 | $7,002-10.7% | $6,174+1.3% | $6,341-1.4% |
| Admin fee / account holder | $12 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |