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 | $85,040 | $60,022+41.7% | $88,946-4.4% | $84,808+0.3% |
| Participation rate | 71.4% | 57.8%+13.6pp | 68.8%+2.6pp | 68.3%+3.1pp |
| Annual return | 22.56% | 22.43%+0.1pp | 57.82%-35.3pp | 40.90%-18.3pp |
| Employer contribution / active EE | $1,000 | $1,703-41.3% | $2,555-60.9% | $2,631-62.0% |
| Participant deferral / active EE | $3,375 | $3,114+8.4% | $4,581-26.3% | $4,212-19.9% |
| Admin fee / account holder | $82 | $4,811-98.3% | $8,261-99.0% | $7,344-98.9% |