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 | $91,144 | $88,707+2.7% | $74,183+22.9% | $273,961-66.7% |
| Participation rate | 89.5% | 79.4%+10.0pp | 76.6%+12.9pp | 83.0%+6.5pp |
| Annual return | 8.73% | 11.94%-3.2pp | 17.74%-9.0pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,908 | $3,159-39.6% | $2,370-19.5% | $4,869-60.8% |
| Participant deferral / active EE | $6,934 | $4,212+64.6% | $3,550+95.4% | $5,287+31.2% |
| Admin fee / account holder | $36 | $8,717-99.6% | $5,586-99.3% | $10,132-99.6% |