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 | $164,561 | $62,586+162.9% | $76,768+114.4% | $64,186+156.4% |
| Participation rate | 86.2% | 72.8%+13.4pp | 77.0%+9.2pp | 69.6%+16.6pp |
| Annual return | -6.72% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,990 | $1,832+8.6% | $2,485-19.9% | $2,381-16.4% |
| Participant deferral / active EE | $12,052 | $3,145+283.3% | $3,852+212.9% | $3,470+247.4% |
| Admin fee / account holder | $228 | $4,667-95.1% | $6,675-96.6% | $4,888-95.3% |