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 | $61,986 | $57,065+8.6% | $75,670-18.1% | $70,131-11.6% |
| Participation rate | 93.3% | 68.1%+25.2pp | 72.3%+21.0pp | 69.5%+23.8pp |
| Annual return | 22.42% | 23.57%-1.1pp | 27.34%-4.9pp | 73.14%-50.7pp |
| Employer contribution / active EE | $470 | $1,817-74.1% | $2,352-80.0% | $2,342-79.9% |
| Participant deferral / active EE | $9,727 | $2,580+277.1% | $3,142+209.6% | $3,332+192.0% |
| Admin fee / account holder | $39 | $3,825-99.0% | $5,800-99.3% | $4,645-99.2% |