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 | $87,538 | $135,952-35.6% | $123,892-29.3% | $273,961-68.0% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 6.46% | 56.63%-50.2pp | 47.52%-41.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $3,123 | $5,170-39.6% | $4,617-32.3% | $4,869-35.8% |
| Participant deferral / active EE | $5,392 | $6,343-15.0% | $5,984-9.9% | $5,287+2.0% |
| Admin fee / account holder | $42 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |