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 | $167,346 | $96,956+72.6% | $70,014+139.0% | $273,961-38.9% |
| Participation rate | 71.4% | 77.1%-5.6pp | 71.8%-0.4pp | 83.0%-11.6pp |
| Annual return | 6.99% | 12.93%-5.9pp | 12.99%-6.0pp | 41.45%-34.5pp |
| Employer contribution / active EE | $771 | $3,316-76.7% | $2,338-67.0% | $4,869-84.2% |
| Participant deferral / active EE | $5,980 | $3,744+59.7% | $2,931+104.1% | $5,287+13.1% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |