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 | $64,500 | $72,492-11.0% | $87,100-25.9% | $72,985-11.6% |
| Participation rate | 83.7% | 72.8%+10.9pp | 76.9%+6.9pp | 69.5%+14.2pp |
| Annual return | 20.42% | 24.46%-4.0pp | 28.19%-7.8pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,738 | $1,894-8.2% | $2,521-31.1% | $2,440-28.8% |
| Participant deferral / active EE | $3,760 | $3,270+15.0% | $4,049-7.1% | $3,607+4.2% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,497-100.0% | $5,124-100.0% |