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 | $56,491 | $135,952-58.4% | $123,892-54.4% | $273,961-79.4% |
| Participation rate | 95.0% | 84.1%+10.9pp | 81.4%+13.6pp | 83.0%+12.0pp |
| Annual return | 8.88% | 56.63%-47.7pp | 47.52%-38.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $7,122 | $5,170+37.8% | $4,617+54.3% | $4,869+46.3% |
| Participant deferral / active EE | $6,396 | $6,343+0.8% | $5,984+6.9% | $5,287+21.0% |
| Admin fee / account holder | $284 | $9,817-97.1% | $8,357-96.6% | $10,132-97.2% |