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 | $97,639 | $104,251-6.3% | $91,001+7.3% | $147,584-33.8% |
| Participation rate | 93.8% | 78.2%+15.5pp | 75.6%+18.1pp | 82.8%+10.9pp |
| Annual return | 20.78% | 27.06%-6.3pp | 4.60%+16.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $2,066 | $3,116-33.7% | $2,456-15.9% | $4,876-57.6% |
| Participant deferral / active EE | $3,840 | $4,195-8.5% | $3,547+8.2% | $5,439-29.4% |
| Admin fee / account holder | $9 | $8,948-99.9% | $5,417-99.8% | $10,885-99.9% |