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 | $42,039 | $65,365-35.7% | $92,893-54.7% | $72,985-42.4% |
| Participation rate | 76.4% | 68.3%+8.1pp | 76.0%+0.4pp | 69.5%+6.9pp |
| Annual return | 27.49% | 42.10%-14.6pp | 109.41%-81.9pp | 81.00%-53.5pp |
| Employer contribution / active EE | $2,661 | $2,594+2.6% | $3,653-27.1% | $2,440+9.1% |
| Participant deferral / active EE | $5,732 | $3,128+83.2% | $4,236+35.3% | $3,607+58.9% |
| Admin fee / account holder | $64 | $4,251-98.5% | $5,794-98.9% | $5,124-98.7% |