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 | $63,157 | $72,492-12.9% | $87,100-27.5% | $72,985-13.5% |
| Participation rate | 81.4% | 72.8%+8.6pp | 76.9%+4.5pp | 69.5%+11.9pp |
| Annual return | 18.27% | 24.46%-6.2pp | 28.19%-9.9pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,580 | $1,894-16.6% | $2,521-37.3% | $2,440-35.2% |
| Participant deferral / active EE | $2,560 | $3,270-21.7% | $4,049-36.8% | $3,607-29.0% |
| Admin fee / account holder | $95 | $5,055-98.1% | $7,497-98.7% | $5,124-98.1% |