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 | $71,820 | $67,411+6.5% | $91,001-21.1% | $70,131+2.4% |
| Participation rate | 94.7% | 71.4%+23.4pp | 75.6%+19.1pp | 69.5%+25.2pp |
| Annual return | 18.44% | -40.16%+58.6pp | 4.60%+13.8pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,497 | $1,786-16.2% | $2,456-39.1% | $2,342-36.1% |
| Participant deferral / active EE | $3,138 | $2,823+11.2% | $3,547-11.5% | $3,332-5.8% |
| Admin fee / account holder | $120 | $4,236-97.2% | $5,417-97.8% | $4,645-97.4% |