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 | $109,914 | $135,952-19.2% | $123,892-11.3% | $273,961-59.9% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 12.20% | 56.63%-44.4pp | 47.52%-35.3pp | 41.45%-29.3pp |
| Employer contribution / active EE | $2,151 | $5,170-58.4% | $4,617-53.4% | $4,869-55.8% |
| Participant deferral / active EE | $6,213 | $6,343-2.1% | $5,984+3.8% | $5,287+17.5% |
| Admin fee / account holder | $10 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |