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 | $65,095 | $54,762+18.9% | $90,281-27.9% | $72,985-10.8% |
| Participation rate | 84.6% | 65.1%+19.5pp | 73.3%+11.3pp | 69.5%+15.1pp |
| Annual return | 20.57% | 30.63%-10.1pp | 78.10%-57.5pp | 81.00%-60.4pp |
| Employer contribution / active EE | $4,253 | $2,092+103.3% | $2,854+49.0% | $2,440+74.3% |
| Participant deferral / active EE | $3,908 | $2,887+35.4% | $3,885+0.6% | $3,607+8.3% |
| Admin fee / account holder | $81 | $3,972-98.0% | $5,351-98.5% | $5,124-98.4% |