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 | $77,740 | $95,803-18.9% | $113,168-31.3% | $84,808-8.3% |
| Participation rate | 84.0% | 72.9%+11.1pp | 76.6%+7.4pp | 68.3%+15.7pp |
| Annual return | 17.63% | 25.00%-7.4pp | 24.27%-6.6pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,512 | $2,360+48.8% | $2,975+18.0% | $2,631+33.5% |
| Participant deferral / active EE | $8,508 | $4,242+100.6% | $5,107+66.6% | $4,212+102.0% |
| Admin fee / account holder | $258 | $8,989-97.1% | $12,068-97.9% | $7,344-96.5% |