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 | $76,898 | $60,349+27.4% | $74,183+3.7% | $62,891+22.3% |
| Participation rate | 88.5% | 72.7%+15.7pp | 76.6%+11.8pp | 69.3%+19.2pp |
| Annual return | 7.94% | 21.37%-13.4pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,073 | $1,680-36.2% | $2,370-54.7% | $2,281-53.0% |
| Participant deferral / active EE | $2,623 | $2,856-8.2% | $3,550-26.1% | $3,203-18.1% |
| Admin fee / account holder | $16 | $4,261-99.6% | $5,586-99.7% | $4,296-99.6% |