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 | $76,451 | $62,586+22.2% | $76,768-0.4% | $64,186+19.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.66% | -1.95%-1.7pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,617 | $1,832-11.8% | $2,485-34.9% | $2,381-32.1% |
| Participant deferral / active EE | $3,517 | $3,145+11.9% | $3,852-8.7% | $3,470+1.4% |
| Admin fee / account holder | $239 | $4,667-94.9% | $6,675-96.4% | $4,888-95.1% |