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 | $106,258 | $88,707+19.8% | $74,183+43.2% | $273,961-61.2% |
| Participation rate | 72.7% | 79.4%-6.7pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 22.38% | 11.94%+10.4pp | 17.74%+4.6pp | 41.45%-19.1pp |
| Employer contribution / active EE | $1,356 | $3,159-57.1% | $2,370-42.8% | $4,869-72.1% |
| Participant deferral / active EE | $7,538 | $4,212+79.0% | $3,550+112.4% | $5,287+42.6% |
| Admin fee / account holder | $228 | $8,717-97.4% | $5,586-95.9% | $10,132-97.8% |