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 | $68,331 | $65,395+4.5% | $182,532-62.6% | $72,985-6.4% |
| Participation rate | 82.1% | 65.4%+16.7pp | 78.0%+4.2pp | 69.5%+12.7pp |
| Annual return | 20.71% | 27.68%-7.0pp | 148.54%-127.8pp | 81.00%-60.3pp |
| Employer contribution / active EE | $2,527 | $1,911+32.2% | $4,076-38.0% | $2,440+3.6% |
| Participant deferral / active EE | $5,692 | $3,563+59.8% | $5,524+3.0% | $3,607+57.8% |
| Admin fee / account holder | $247 | $4,245-94.2% | $8,592-97.1% | $5,124-95.2% |