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 | $46,350 | $54,726-15.3% | $68,793-32.6% | $64,186-27.8% |
| Participation rate | 74.2% | 68.0%+6.2pp | 72.2%+2.0pp | 69.6%+4.6pp |
| Annual return | -0.78% | -1.62%+0.8pp | -4.63%+3.9pp | 7.63%-8.4pp |
| Employer contribution / active EE | $2,531 | $1,846+37.1% | $2,625-3.6% | $2,381+6.3% |
| Participant deferral / active EE | $3,662 | $2,626+39.4% | $3,311+10.6% | $3,470+5.5% |
| Admin fee / account holder | $0 | $4,027-100.0% | $5,131-100.0% | $4,888-100.0% |