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 | $70,365 | $72,277-2.6% | $101,248-30.5% | $79,858-11.9% |
| Participation rate | 71.1% | 68.5%+2.7pp | 75.8%-4.7pp | 69.6%+1.5pp |
| Annual return | 22.66% | 22.30%+0.4pp | 46.47%-23.8pp | 31.71%-9.1pp |
| Employer contribution / active EE | $1,317 | $2,692-51.1% | $3,660-64.0% | $2,471-46.7% |
| Participant deferral / active EE | $2,988 | $3,282-8.9% | $4,370-31.6% | $3,740-20.1% |
| Admin fee / account holder | $220 | $4,400-95.0% | $5,945-96.3% | $5,306-95.8% |