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 | $89,208 | $108,172-17.5% | $77,482+15.1% | $158,922-43.9% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 1.23% | 31.67%-30.4pp | 54.79%-53.6pp | 302.83%-301.6pp |
| Employer contribution / active EE | $2,308 | $1,325+74.2% | $986+134.0% | $4,761-51.5% |
| Participant deferral / active EE | $5,502 | $2,456+124.0% | $1,861+195.6% | $5,982-8.0% |
| Admin fee / account holder | $29 | $3,708-99.2% | $2,858-99.0% | $11,246-99.7% |