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 | $109,255 | $88,707+23.2% | $74,183+47.3% | $273,961-60.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 6.97% | 11.94%-5.0pp | 17.74%-10.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,961 | $3,159-6.3% | $2,370+24.9% | $4,869-39.2% |
| Participant deferral / active EE | $7,361 | $4,212+74.8% | $3,550+107.4% | $5,287+39.2% |
| Admin fee / account holder | -$115 | $8,717-101.3% | $5,586-102.1% | $10,132-101.1% |