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 | $63,708 | $105,630-39.7% | $87,507-27.2% | $273,961-76.7% |
| Participation rate | 70.8% | 78.2%-7.4pp | 73.8%-3.0pp | 83.0%-12.2pp |
| Annual return | 8.15% | 12.25%-4.1pp | 12.21%-4.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,835 | $3,141-41.6% | $2,550-28.0% | $4,869-62.3% |
| Participant deferral / active EE | $3,347 | $3,601-7.1% | $3,149+6.3% | $5,287-36.7% |
| Admin fee / account holder | $18 | $4,781-99.6% | $4,221-99.6% | $10,132-99.8% |