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 | $99,091 | $135,952-27.1% | $123,892-20.0% | $273,961-63.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 5.75% | 56.63%-50.9pp | 47.52%-41.8pp | 41.45%-35.7pp |
| Employer contribution / active EE | $3,022 | $5,170-41.5% | $4,617-34.5% | $4,869-37.9% |
| Participant deferral / active EE | $7,028 | $6,343+10.8% | $5,984+17.4% | $5,287+32.9% |
| Admin fee / account holder | $88 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |