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 | $78,807 | $135,952-42.0% | $123,892-36.4% | $273,961-71.2% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 7.91% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,095 | $5,170-59.5% | $4,617-54.6% | $4,869-57.0% |
| Participant deferral / active EE | $7,583 | $6,343+19.6% | $5,984+26.7% | $5,287+43.4% |
| Admin fee / account holder | $10 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |