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 | $52,941 | $61,660-14.1% | $80,019-33.8% | $64,186-17.5% |
| Participation rate | 90.2% | 71.7%+18.6pp | 75.8%+14.4pp | 69.6%+20.7pp |
| Annual return | -1.85% | -0.33%-1.5pp | 11.22%-13.1pp | 7.63%-9.5pp |
| Employer contribution / active EE | $7,942 | $1,810+338.7% | $2,468+221.8% | $2,381+233.6% |
| Participant deferral / active EE | $7,347 | $2,968+147.6% | $3,686+99.3% | $3,470+111.8% |
| Admin fee / account holder | $205 | $5,417-96.2% | $6,521-96.9% | $4,888-95.8% |