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 | $78,695 | $96,956-18.8% | $70,014+12.4% | $273,961-71.3% |
| Participation rate | 72.7% | 77.1%-4.3pp | 71.8%+0.9pp | 83.0%-10.3pp |
| Annual return | 11.94% | 12.93%-1.0pp | 12.99%-1.0pp | 41.45%-29.5pp |
| Employer contribution / active EE | $2,150 | $3,316-35.1% | $2,338-8.0% | $4,869-55.8% |
| Participant deferral / active EE | $5,411 | $3,744+44.5% | $2,931+84.6% | $5,287+2.3% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |