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 | $67,287 | $88,707-24.1% | $74,183-9.3% | $273,961-75.4% |
| Participation rate | 81.3% | 79.4%+1.8pp | 76.6%+4.6pp | 83.0%-1.8pp |
| Annual return | 5.23% | 11.94%-6.7pp | 17.74%-12.5pp | 41.45%-36.2pp |
| Employer contribution / active EE | $649 | $3,159-79.5% | $2,370-72.6% | $4,869-86.7% |
| Participant deferral / active EE | $4,369 | $4,212+3.7% | $3,550+23.1% | $5,287-17.4% |
| Admin fee / account holder | $248 | $8,717-97.2% | $5,586-95.6% | $10,132-97.6% |