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 | $62,248 | $69,977-11.0% | $108,579-42.7% | $62,891-1.0% |
| Participation rate | 93.5% | 72.9%+20.7pp | 79.6%+14.0pp | 69.3%+24.2pp |
| Annual return | 8.72% | 10.73%-2.0pp | -51.70%+60.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $6,828 | $2,135+219.8% | $3,758+81.7% | $2,281+199.4% |
| Participant deferral / active EE | $3,957 | $3,165+25.0% | $4,311-8.2% | $3,203+23.5% |
| Admin fee / account holder | $165 | $5,076-96.8% | $7,645-97.8% | $4,296-96.2% |