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 | $77,672 | $153,772-49.5% | $133,980-42.0% | $273,961-71.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.69% | 36.51%-24.8pp | 29.30%-17.6pp | 41.45%-29.8pp |
| Employer contribution / active EE | $2,239 | $6,029-62.9% | $5,211-57.0% | $4,869-54.0% |
| Participant deferral / active EE | $6,118 | $6,958-12.1% | $6,282-2.6% | $5,287+15.7% |
| Admin fee / account holder | $207 | $11,765-98.2% | $9,324-97.8% | $10,132-98.0% |