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 | $70,271 | $67,606+3.9% | $82,313-14.6% | $70,131+0.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.20% | 21.57%-6.4pp | 25.88%-10.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $2,385 | $1,755+35.9% | $2,428-1.8% | $2,342+1.8% |
| Participant deferral / active EE | $5,862 | $2,987+96.2% | $3,706+58.2% | $3,332+75.9% |
| Admin fee / account holder | $177 | $4,512-96.1% | $5,608-96.9% | $4,645-96.2% |