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 | $102,229 | $69,977+46.1% | $108,579-5.8% | $62,891+62.5% |
| Participation rate | 79.5% | 72.9%+6.6pp | 79.6%-0.1pp | 69.3%+10.2pp |
| Annual return | 5.00% | 10.73%-5.7pp | -51.70%+56.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,160 | $2,135-45.7% | $3,758-69.1% | $2,281-49.2% |
| Participant deferral / active EE | $5,564 | $3,165+75.8% | $4,311+29.1% | $3,203+73.7% |
| Admin fee / account holder | $7 | $5,076-99.9% | $7,645-99.9% | $4,296-99.8% |