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 | $110,949 | $70,475+57.4% | $100,516+10.4% | $79,858+38.9% |
| Participation rate | 72.0% | 73.7%-1.7pp | 79.4%-7.4pp | 69.6%+2.4pp |
| Annual return | 22.45% | 21.90%+0.6pp | 30.89%-8.4pp | 31.71%-9.3pp |
| Employer contribution / active EE | $1,075 | $2,165-50.3% | $3,418-68.5% | $2,471-56.5% |
| Participant deferral / active EE | $5,236 | $5,181+1.1% | $6,270-16.5% | $3,740+40.0% |
| Admin fee / account holder | $69 | $4,478-98.4% | $8,081-99.1% | $5,306-98.7% |