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 | $71,565 | $58,512+22.3% | $84,015-14.8% | $72,985-1.9% |
| Participation rate | 73.1% | 61.2%+11.8pp | 69.0%+4.1pp | 69.5%+3.6pp |
| Annual return | 21.69% | 28.93%-7.2pp | 71.31%-49.6pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,313 | $1,163+12.9% | $1,983-33.8% | $2,440-46.2% |
| Participant deferral / active EE | $6,196 | $2,394+158.8% | $3,239+91.3% | $3,607+71.8% |
| Admin fee / account holder | $294 | $4,569-93.6% | $6,101-95.2% | $5,124-94.3% |