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 | $80,743 | $53,127+52.0% | $86,590-6.8% | $70,131+15.1% |
| Participation rate | 96.6% | 65.3%+31.2pp | 73.5%+23.0pp | 69.5%+27.0pp |
| Annual return | 18.37% | 27.66%-9.3pp | 964.84%-946.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $4,788 | $2,068+131.5% | $2,839+68.6% | $2,342+104.4% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $297 | $3,585-91.7% | $4,906-93.9% | $4,645-93.6% |