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 | $79,745 | $64,707+23.2% | $112,228-28.9% | $68,494+16.4% |
| Participation rate | 80.8% | 67.2%+13.6pp | 75.1%+5.7pp | 67.9%+12.9pp |
| Annual return | -16.68% | -11.40%-5.3pp | 27.45%-44.1pp | -7.84%-8.8pp |
| Employer contribution / active EE | $4,414 | $2,746+60.7% | $3,635+21.4% | $2,596+70.0% |
| Participant deferral / active EE | $7,947 | $3,565+122.9% | $4,728+68.1% | $4,027+97.3% |
| Admin fee / account holder | $49 | $5,232-99.1% | $6,410-99.2% | $5,403-99.1% |