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 | $59,596 | $72,492-17.8% | $87,100-31.6% | $72,985-18.3% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 26.74% | 24.46%+2.3pp | 28.19%-1.5pp | 81.00%-54.3pp |
| Employer contribution / active EE | $1,563 | $1,894-17.4% | $2,521-38.0% | $2,440-35.9% |
| Participant deferral / active EE | $3,291 | $3,270+0.7% | $4,049-18.7% | $3,607-8.8% |
| Admin fee / account holder | $84 | $5,055-98.3% | $7,497-98.9% | $5,124-98.4% |