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 | $85,450 | $65,365+30.7% | $92,893-8.0% | $72,985+17.1% |
| Participation rate | 70.3% | 68.3%+2.0pp | 76.0%-5.7pp | 69.5%+0.8pp |
| Annual return | 26.84% | 42.10%-15.3pp | 109.41%-82.6pp | 81.00%-54.2pp |
| Employer contribution / active EE | $6,957 | $2,594+168.2% | $3,653+90.5% | $2,440+185.1% |
| Participant deferral / active EE | $4,972 | $3,128+58.9% | $4,236+17.4% | $3,607+37.8% |
| Admin fee / account holder | $64 | $4,251-98.5% | $5,794-98.9% | $5,124-98.8% |