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 | $58,535 | $112,729-48.1% | $98,716-40.7% | $137,256-57.4% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.3%+12.5pp | 80.0%+1.9pp |
| Annual return | 17.40% | 38.48%-21.1pp | 31.81%-14.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,745 | $2,725+0.7% | $2,279+20.5% | $4,156-34.0% |
| Participant deferral / active EE | $6,234 | $4,640+34.3% | $4,048+54.0% | $6,407-2.7% |
| Admin fee / account holder | $59 | $10,129-99.4% | $8,703-99.3% | $12,270-99.5% |