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 5-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 | $59,071 | $80,717-26.8% | $154,803-61.8% | $84,808-30.3% |
| Participation rate | 73.1% | 66.8%+6.3pp | 78.1%-5.0pp | 68.3%+4.8pp |
| Annual return | 25.90% | 37.96%-12.1pp | 58.88%-33.0pp | 40.90%-15.0pp |
| Employer contribution / active EE | $1,145 | $2,761-58.5% | $4,305-73.4% | $2,631-56.5% |
| Participant deferral / active EE | $3,173 | $3,303-3.9% | $5,540-42.7% | $4,212-24.7% |
| Admin fee / account holder | $284 | $6,746-95.8% | $14,329-98.0% | $7,344-96.1% |