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 8-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 | $87,286 | $77,503+12.6% | $100,391-13.1% | $80,856+8.0% |
| Participation rate | 89.7% | 76.9%+12.7pp | 81.5%+8.2pp | 67.6%+22.0pp |
| Annual return | 20.65% | 37.20%-16.5pp | 49.20%-28.6pp | 35.59%-14.9pp |
| Employer contribution / active EE | $5,111 | $2,801+82.5% | $3,942+29.7% | $2,755+85.5% |
| Participant deferral / active EE | $10,232 | $6,820+50.0% | $8,082+26.6% | $4,296+138.2% |
| Admin fee / account holder | $283 | $5,897-95.2% | $7,899-96.4% | $6,918-95.9% |