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 | $58,369 | $58,828-0.8% | $77,999-25.2% | $62,891-7.2% |
| Participation rate | 97.0% | 71.1%+25.9pp | 75.5%+21.4pp | 69.3%+27.7pp |
| Annual return | 10.17% | 17.16%-7.0pp | 425.96%-415.8pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,990 | $1,672+19.1% | $2,470-19.4% | $2,281-12.7% |
| Participant deferral / active EE | $2,511 | $2,686-6.5% | $3,497-28.2% | $3,203-21.6% |
| Admin fee / account holder | $214 | $4,393-95.1% | $5,480-96.1% | $4,296-95.0% |