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 | $167,845 | $95,803+75.2% | $113,168+48.3% | $84,808+97.9% |
| Participation rate | 82.8% | 72.9%+9.9pp | 76.6%+6.2pp | 68.3%+14.4pp |
| Annual return | 15.22% | 25.00%-9.8pp | 24.27%-9.0pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,729 | $2,360-26.7% | $2,975-41.9% | $2,631-34.3% |
| Participant deferral / active EE | $5,037 | $4,242+18.7% | $5,107-1.4% | $4,212+19.6% |
| Admin fee / account holder | $16 | $8,989-99.8% | $12,068-99.9% | $7,344-99.8% |