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 | $69,716 | $62,586+11.4% | $76,768-9.2% | $64,186+8.6% |
| Participation rate | 84.0% | 72.8%+11.2pp | 77.0%+7.0pp | 69.6%+14.4pp |
| Annual return | -7.48% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,809 | $1,832+53.3% | $2,485+13.0% | $2,381+18.0% |
| Participant deferral / active EE | $5,123 | $3,145+62.9% | $3,852+33.0% | $3,470+47.7% |
| Admin fee / account holder | $71 | $4,667-98.5% | $6,675-98.9% | $4,888-98.5% |