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 | $84,607 | $88,707-4.6% | $74,183+14.1% | $273,961-69.1% |
| Participation rate | 91.7% | 79.4%+12.2pp | 76.6%+15.0pp | 83.0%+8.7pp |
| Annual return | 6.00% | 11.94%-5.9pp | 17.74%-11.7pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,555 | $3,159-50.8% | $2,370-34.4% | $4,869-68.1% |
| Participant deferral / active EE | $4,927 | $4,212+17.0% | $3,550+38.8% | $5,287-6.8% |
| Admin fee / account holder | $15 | $8,717-99.8% | $5,586-99.7% | $10,132-99.8% |