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 | $76,955 | $58,512+31.5% | $84,015-8.4% | $72,985+5.4% |
| Participation rate | 79.3% | 61.2%+18.1pp | 69.0%+10.3pp | 69.5%+9.8pp |
| Annual return | 22.08% | 28.93%-6.9pp | 71.31%-49.2pp | 81.00%-58.9pp |
| Employer contribution / active EE | $388 | $1,163-66.6% | $1,983-80.4% | $2,440-84.1% |
| Participant deferral / active EE | $2,667 | $2,394+11.4% | $3,239-17.6% | $3,607-26.1% |
| Admin fee / account holder | $101 | $4,569-97.8% | $6,101-98.3% | $5,124-98.0% |