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 | $62,608 | $45,035+39.0% | $62,995-0.6% | $70,131-10.7% |
| Participation rate | 81.3% | 69.5%+11.7pp | 74.8%+6.4pp | 69.5%+11.7pp |
| Annual return | 23.60% | 18.76%+4.8pp | 87.57%-64.0pp | 73.14%-49.5pp |
| Employer contribution / active EE | $1,353 | $2,051-34.0% | $2,759-51.0% | $2,342-42.2% |
| Participant deferral / active EE | $5,188 | $2,465+110.5% | $3,329+55.8% | $3,332+55.7% |
| Admin fee / account holder | $144 | $2,834-94.9% | $3,600-96.0% | $4,645-96.9% |