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 | $157,793 | $62,586+152.1% | $76,768+105.5% | $64,186+145.8% |
| Participation rate | 77.8% | 72.8%+5.0pp | 77.0%+0.8pp | 69.6%+8.2pp |
| Annual return | -5.79% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,850 | $1,832+1.0% | $2,485-25.6% | $2,381-22.3% |
| Participant deferral / active EE | $6,880 | $3,145+118.8% | $3,852+78.6% | $3,470+98.3% |
| Admin fee / account holder | $77 | $4,667-98.3% | $6,675-98.8% | $4,888-98.4% |