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 | $80,443 | $181,894-55.8% | $156,549-48.6% | $273,961-70.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.85% | 30.74%-23.9pp | 32.23%-25.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $4,251 | $6,248-32.0% | $5,501-22.7% | $4,869-12.7% |
| Participant deferral / active EE | $3,264 | $5,550-41.2% | $4,871-33.0% | $5,287-38.3% |
| Admin fee / account holder | $135 | $15,559-99.1% | $13,027-99.0% | $10,132-98.7% |