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 | $65,886 | $80,968-18.6% | $96,544-31.8% | $75,163-12.3% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 17.61% | 27.06%-9.5pp | 25.84%-8.2pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,124 | $2,282-50.7% | $2,965-62.1% | $2,670-57.9% |
| Participant deferral / active EE | $3,870 | $3,928-1.5% | $4,851-20.2% | $4,125-6.2% |
| Admin fee / account holder | $145 | $6,724-97.8% | $8,252-98.2% | $5,651-97.4% |