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 | $69,584 | $76,552-9.1% | $123,892-43.8% | $62,891+10.6% |
| Participation rate | 88.0% | 73.0%+15.0pp | 81.4%+6.6pp | 69.3%+18.7pp |
| Annual return | 6.24% | 18.68%-12.4pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $6,473 | $2,883+124.6% | $4,617+40.2% | $2,281+183.8% |
| Participant deferral / active EE | $11,350 | $4,840+134.5% | $5,984+89.7% | $3,203+254.4% |
| Admin fee / account holder | $15 | $4,826-99.7% | $8,357-99.8% | $4,296-99.7% |