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 | $68,720 | $153,772-55.3% | $133,980-48.7% | $273,961-74.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.69% | 36.51%-29.8pp | 29.30%-22.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $8,118 | $6,029+34.6% | $5,211+55.8% | $4,869+66.7% |
| Participant deferral / active EE | $7,162 | $6,958+2.9% | $6,282+14.0% | $5,287+35.5% |
| Admin fee / account holder | $274 | $11,765-97.7% | $9,324-97.1% | $10,132-97.3% |