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 | $87,653 | $99,341-11.8% | $84,750+3.4% | $273,961-68.0% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 10.20% | 22.93%-12.7pp | 22.78%-12.6pp | 41.45%-31.3pp |
| Employer contribution / active EE | $3,124 | $4,214-25.9% | $3,574-12.6% | $4,869-35.8% |
| Participant deferral / active EE | $3,550 | $4,269-16.8% | $3,712-4.4% | $5,287-32.9% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |