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 | $22,486 | $42,383-46.9% | $76,523-70.6% | $64,186-65.0% |
| Participation rate | 96.2% | 58.1%+38.0pp | 68.0%+28.2pp | 69.6%+26.6pp |
| Annual return | 13.72% | -16.54%+30.3pp | -0.27%+14.0pp | 7.63%+6.1pp |
| Employer contribution / active EE | $5,366 | $1,563+243.3% | $2,647+102.7% | $2,381+125.4% |
| Participant deferral / active EE | $5,897 | $2,566+129.8% | $3,835+53.7% | $3,470+70.0% |
| Admin fee / account holder | $166 | $3,198-94.8% | $4,848-96.6% | $4,888-96.6% |