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 | $83,573 | $62,586+33.5% | $76,768+8.9% | $64,186+30.2% |
| Participation rate | 77.1% | 72.8%+4.3pp | 77.0%+0.2pp | 69.6%+7.6pp |
| Annual return | -7.30% | -1.95%-5.4pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,542 | $1,832+93.3% | $2,485+42.5% | $2,381+48.8% |
| Participant deferral / active EE | $8,373 | $3,145+166.3% | $3,852+117.4% | $3,470+141.3% |
| Admin fee / account holder | $65 | $4,667-98.6% | $6,675-99.0% | $4,888-98.7% |