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 | $58,784 | $52,681+11.6% | $75,781-22.4% | $59,632-1.4% |
| Participation rate | 94.1% | 67.2%+26.9pp | 75.8%+18.3pp | 68.7%+25.4pp |
| Annual return | -0.26% | 2.95%-3.2pp | 9.68%-9.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $543 | $2,193-75.3% | $3,323-83.7% | $2,203-75.4% |
| Participant deferral / active EE | $5,659 | $2,591+118.5% | $3,651+55.0% | $3,192+77.3% |
| Admin fee / account holder | $257 | $3,610-92.9% | $5,299-95.2% | $4,297-94.0% |