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 | $71,983 | $117,983-39.0% | $101,794-29.3% | $142,382-49.4% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.2%+25.3pp | 80.1%+14.3pp |
| Annual return | 14.46% | 36.92%-22.5pp | 30.53%-16.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,690 | $2,773-3.0% | $2,289+17.5% | $4,299-37.4% |
| Participant deferral / active EE | $4,807 | $4,714+2.0% | $4,084+17.7% | $6,507-26.1% |
| Admin fee / account holder | $2 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |