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 | $88,344 | $60,349+46.4% | $74,183+19.1% | $62,891+40.5% |
| Participation rate | 74.2% | 72.7%+1.5pp | 76.6%-2.4pp | 69.3%+4.9pp |
| Annual return | 6.81% | 21.37%-14.6pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,534 | $1,680-8.7% | $2,370-35.3% | $2,281-32.7% |
| Participant deferral / active EE | $4,649 | $2,856+62.8% | $3,550+31.0% | $3,203+45.2% |
| Admin fee / account holder | $50 | $4,261-98.8% | $5,586-99.1% | $4,296-98.8% |