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 | $60,347 | $67,411-10.5% | $91,001-33.7% | $70,131-14.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 20.09% | -40.16%+60.3pp | 4.60%+15.5pp | 73.14%-53.0pp |
| Employer contribution / active EE | $2,343 | $1,786+31.2% | $2,456-4.6% | $2,3420% |
| Participant deferral / active EE | $4,784 | $2,823+69.5% | $3,547+34.8% | $3,332+43.6% |
| Admin fee / account holder | $263 | $4,236-93.8% | $5,417-95.1% | $4,645-94.3% |