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 | $83,316 | $106,515-21.8% | $96,683-13.8% | $139,434-40.2% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 17.68% | 38.43%-20.7pp | 35.69%-18.0pp | 372.94%-355.3pp |
| Employer contribution / active EE | $6,298 | $4,103+53.5% | $3,737+68.5% | $4,751+32.6% |
| Participant deferral / active EE | $6,684 | $5,454+22.6% | $4,878+37.0% | $6,710-0.4% |
| Admin fee / account holder | $282 | $7,877-96.4% | $6,730-95.8% | $11,403-97.5% |