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 | $59,761 | $88,707-32.6% | $74,183-19.4% | $273,961-78.2% |
| Participation rate | 85.0% | 79.4%+5.6pp | 76.6%+8.4pp | 83.0%+2.0pp |
| Annual return | 5.36% | 11.94%-6.6pp | 17.74%-12.4pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,216 | $3,159-61.5% | $2,370-48.7% | $4,869-75.0% |
| Participant deferral / active EE | $5,556 | $4,212+31.9% | $3,550+56.5% | $5,287+5.1% |
| Admin fee / account holder | $19 | $8,717-99.8% | $5,586-99.7% | $10,132-99.8% |