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 | $87,920 | $83,477+5.3% | $125,175-29.8% | $72,985+20.5% |
| Participation rate | 96.2% | 73.3%+22.8pp | 79.8%+16.4pp | 69.5%+26.7pp |
| Annual return | 23.06% | 25.78%-2.7pp | 43.79%-20.7pp | 81.00%-57.9pp |
| Employer contribution / active EE | $8,134 | $2,345+246.8% | $3,865+110.4% | $2,440+233.4% |
| Participant deferral / active EE | $5,319 | $3,585+48.4% | $4,937+7.7% | $3,607+47.4% |
| Admin fee / account holder | $226 | $5,517-95.9% | $9,702-97.7% | $5,124-95.6% |