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 | $46,283 | $87,166-46.9% | $76,735-39.7% | $137,256-66.3% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 16.13% | 26.50%-10.4pp | 29.77%-13.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,084 | $2,904-28.2% | $2,454-15.1% | $4,156-49.8% |
| Participant deferral / active EE | $4,627 | $4,726-2.1% | $4,088+13.2% | $6,407-27.8% |
| Admin fee / account holder | $15 | $8,403-99.8% | $7,189-99.8% | $12,270-99.9% |