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 | $62,523 | $99,341-37.1% | $84,750-26.2% | $273,961-77.2% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 6.93% | 22.93%-16.0pp | 22.78%-15.9pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,584 | $4,214-38.7% | $3,574-27.7% | $4,869-46.9% |
| Participant deferral / active EE | $6,256 | $4,269+46.5% | $3,712+68.6% | $5,287+18.3% |
| Admin fee / account holder | $115 | $6,644-98.3% | $5,332-97.8% | $10,132-98.9% |