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 | $68,890 | $54,705+25.9% | $71,209-3.3% | $84,808-18.8% |
| Participation rate | 92.9% | 64.1%+28.8pp | 73.8%+19.1pp | 68.3%+24.5pp |
| Annual return | 20.00% | 35.90%-15.9pp | 282.51%-262.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $7,154 | $2,158+231.5% | $2,721+162.9% | $2,631+171.9% |
| Participant deferral / active EE | $5,054 | $3,030+66.8% | $4,175+21.1% | $4,212+20.0% |
| Admin fee / account holder | $3 | $4,863-99.9% | $5,349-99.9% | $7,344-100.0% |