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 | $66,602 | $47,944+38.9% | $67,834-1.8% | $62,891+5.9% |
| Participation rate | 73.3% | 61.1%+12.3pp | 68.8%+4.5pp | 69.3%+4.0pp |
| Annual return | 9.17% | 11.77%-2.6pp | 138.47%-129.3pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,657 | $2,247-26.2% | $3,160-47.5% | $3,203-48.3% |
| Admin fee / account holder | $228 | $3,712-93.8% | $4,622-95.1% | $4,296-94.7% |