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 | $71,830 | $69,977+2.6% | $108,579-33.8% | $62,891+14.2% |
| Participation rate | 85.7% | 72.9%+12.8pp | 79.6%+6.1pp | 69.3%+16.4pp |
| Annual return | 40.94% | 10.73%+30.2pp | -51.70%+92.6pp | 20.14%+20.8pp |
| Employer contribution / active EE | $1,180 | $2,135-44.7% | $3,758-68.6% | $2,281-48.3% |
| Participant deferral / active EE | $2,020 | $3,165-36.2% | $4,311-53.1% | $3,203-36.9% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |