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 | $82,136 | $60,022+36.8% | $88,946-7.7% | $84,808-3.2% |
| Participation rate | 77.8% | 57.8%+19.9pp | 68.8%+8.9pp | 68.3%+9.5pp |
| Annual return | 19.31% | 22.43%-3.1pp | 57.82%-38.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,255 | $1,703-26.3% | $2,555-50.9% | $2,631-52.3% |
| Participant deferral / active EE | $3,143 | $3,114+1.0% | $4,581-31.4% | $4,212-25.4% |
| Admin fee / account holder | $239 | $4,811-95.0% | $8,261-97.1% | $7,344-96.8% |