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 | $81,540 | $65,365+24.7% | $92,893-12.2% | $72,985+11.7% |
| Participation rate | 72.4% | 68.3%+4.1pp | 76.0%-3.6pp | 69.5%+2.9pp |
| Annual return | 21.80% | 42.10%-20.3pp | 109.41%-87.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $759 | $2,594-70.8% | $3,653-79.2% | $2,440-68.9% |
| Participant deferral / active EE | $4,208 | $3,128+34.5% | $4,236-0.7% | $3,607+16.6% |
| Admin fee / account holder | $41 | $4,251-99.0% | $5,794-99.3% | $5,124-99.2% |