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 6-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 | $107,670 | $95,803+12.4% | $113,168-4.9% | $84,808+27.0% |
| Participation rate | 80.0% | 72.9%+7.1pp | 76.6%+3.4pp | 68.3%+11.7pp |
| Annual return | 19.00% | 25.00%-6.0pp | 24.27%-5.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,711 | $2,360-27.5% | $2,975-42.5% | $2,631-35.0% |
| Participant deferral / active EE | $3,298 | $4,242-22.2% | $5,107-35.4% | $4,212-21.7% |
| Admin fee / account holder | $138 | $8,989-98.5% | $12,068-98.9% | $7,344-98.1% |