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 | $74,465 | $62,672+18.8% | $185,117-59.8% | $70,131+6.2% |
| Participation rate | 90.3% | 63.8%+26.5pp | 77.3%+13.1pp | 69.5%+20.8pp |
| Annual return | 13.30% | 40.79%-27.5pp | 40.50%-27.2pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,850 | $1,753+5.5% | $4,182-55.8% | $2,342-21.0% |
| Participant deferral / active EE | $4,555 | $3,272+39.2% | $5,045-9.7% | $3,332+36.7% |
| Admin fee / account holder | $143 | $3,932-96.4% | $8,159-98.3% | $4,645-96.9% |