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 | $80,630 | $56,484+42.7% | $169,463-52.4% | $64,186+25.6% |
| Participation rate | 96.0% | 64.5%+31.5pp | 77.8%+18.2pp | 69.6%+26.4pp |
| Annual return | -5.12% | -1.55%-3.6pp | 1.83%-7.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,928 | $1,832+59.8% | $4,159-29.6% | $2,381+23.0% |
| Participant deferral / active EE | $7,043 | $3,448+104.3% | $5,277+33.5% | $3,470+103.0% |
| Admin fee / account holder | $179 | $4,174-95.7% | $9,109-98.0% | $4,888-96.3% |