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 | $61,398 | $56,897+7.9% | $84,750-27.6% | $62,891-2.4% |
| Participation rate | 71.4% | 68.5%+2.9pp | 76.6%-5.2pp | 69.3%+2.1pp |
| Annual return | 6.28% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,757 | $2,400-26.8% | $3,574-50.9% | $2,281-23.0% |
| Participant deferral / active EE | $3,551 | $2,709+31.1% | $3,712-4.3% | $3,203+10.9% |
| Admin fee / account holder | $5 | $3,581-99.8% | $5,332-99.9% | $4,296-99.9% |