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 | $65,978 | $57,354+15.0% | $83,848-21.3% | $64,186+2.8% |
| Participation rate | 74.1% | 68.6%+5.5pp | 76.1%-2.1pp | 69.6%+4.5pp |
| Annual return | 7.23% | 11.38%-4.1pp | 850.88%-843.6pp | 7.63%-0.4pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,954 | $2,993-34.7% | $4,082-52.1% | $3,470-43.7% |
| Admin fee / account holder | $279 | $4,046-93.1% | $5,478-94.9% | $4,888-94.3% |