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 | $69,802 | $65,365+6.8% | $92,893-24.9% | $72,985-4.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 22.28% | 42.10%-19.8pp | 109.41%-87.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,460 | $2,594-43.7% | $3,653-60.0% | $2,440-40.1% |
| Participant deferral / active EE | $4,222 | $3,128+35.0% | $4,236-0.3% | $3,607+17.0% |
| Admin fee / account holder | $247 | $4,251-94.2% | $5,794-95.7% | $5,124-95.2% |