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 | $51,638+33.4% | $68,368+0.8% | $82,448-16.4% |
| Participation rate | 92.9% | 63.6%+29.2pp | 73.8%+19.1pp | 68.1%+24.8pp |
| Annual return | 20.00% | 37.53%-17.5pp | 292.57%-272.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $7,154 | $2,047+249.5% | $2,649+170.1% | $2,551+180.4% |
| Participant deferral / active EE | $5,054 | $2,914+73.5% | $4,123+22.6% | $4,139+22.1% |
| Admin fee / account holder | $3 | $4,643-99.9% | $5,150-99.9% | $7,234-100.0% |