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 | $53,652 | $53,018+1.2% | $70,014-23.4% | $62,891-14.7% |
| Participation rate | 91.7% | 67.2%+24.5pp | 71.8%+19.9pp | 69.3%+22.4pp |
| Annual return | 6.07% | 13.35%-7.3pp | 12.99%-6.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,762 | $1,799-2.1% | $2,338-24.7% | $2,281-22.8% |
| Participant deferral / active EE | $3,546 | $2,395+48.1% | $2,931+21.0% | $3,203+10.7% |
| Admin fee / account holder | $141 | $3,690-96.2% | $4,380-96.8% | $4,296-96.7% |