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 | $64,906 | $81,208-20.1% | $98,907-34.4% | $79,858-18.7% |
| Participation rate | 88.2% | 72.5%+15.7pp | 76.0%+12.2pp | 69.6%+18.6pp |
| Annual return | 29.44% | 60.99%-31.6pp | 196.43%-167.0pp | 31.71%-2.3pp |
| Employer contribution / active EE | $3,101 | $1,960+58.2% | $2,689+15.3% | $2,471+25.5% |
| Participant deferral / active EE | $7,708 | $3,265+136.1% | $4,244+81.6% | $3,740+106.1% |
| Admin fee / account holder | $4 | $6,013-99.9% | $6,642-99.9% | $5,306-99.9% |