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 | $119,299 | $179,726-33.6% | $156,263-23.7% | $142,382-16.2% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 11.95% | 77.86%-65.9pp | 59.47%-47.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,276 | $5,069-35.4% | $4,333-24.4% | $4,299-23.8% |
| Participant deferral / active EE | $8,293 | $6,956+19.2% | $6,158+34.7% | $6,507+27.4% |
| Admin fee / account holder | $27 | $17,272-99.8% | $14,255-99.8% | $12,624-99.8% |