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 | $72,870 | $135,952-46.4% | $123,892-41.2% | $273,961-73.4% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 8.88% | 56.63%-47.8pp | 47.52%-38.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $2,594 | $5,170-49.8% | $4,617-43.8% | $4,869-46.7% |
| Participant deferral / active EE | $10,090 | $6,343+59.1% | $5,984+68.6% | $5,287+90.8% |
| Admin fee / account holder | $105 | $9,817-98.9% | $8,357-98.7% | $10,132-99.0% |