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 | $66,175 | $135,952-51.3% | $123,892-46.6% | $273,961-75.8% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 10.68% | 56.63%-46.0pp | 47.52%-36.8pp | 41.45%-30.8pp |
| Employer contribution / active EE | $5,919 | $5,170+14.5% | $4,617+28.2% | $4,869+21.6% |
| Participant deferral / active EE | $12,509 | $6,343+97.2% | $5,984+109.0% | $5,287+136.6% |
| Admin fee / account holder | $277 | $9,817-97.2% | $8,357-96.7% | $10,132-97.3% |