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 | $102,819 | $90,503+13.6% | $78,689+30.7% | $273,961-62.5% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 9.55% | 75.60%-66.1pp | 62.18%-52.6pp | 41.45%-31.9pp |
| Employer contribution / active EE | $4,753 | $3,176+49.7% | $2,851+66.7% | $4,869-2.4% |
| Participant deferral / active EE | $5,002 | $3,901+28.2% | $3,517+42.2% | $5,287-5.4% |
| Admin fee / account holder | $251 | $5,263-95.2% | $4,510-94.4% | $10,132-97.5% |