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 | $76,750 | $58,577+31.0% | $83,333-7.9% | $64,186+19.6% |
| Participation rate | 80.6% | 72.0%+8.5pp | 77.8%+2.8pp | 69.6%+11.0pp |
| Annual return | -6.12% | 9.65%-15.8pp | 10.63%-16.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $4,377 | $2,098+108.6% | $3,379+29.5% | $2,381+83.8% |
| Participant deferral / active EE | $5,493 | $4,654+18.0% | $5,565-1.3% | $3,470+58.3% |
| Admin fee / account holder | $5 | $9,275-99.9% | $7,510-99.9% | $4,888-99.9% |