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 | $87,825 | $172,111-49.0% | $150,298-41.6% | $137,256-36.0% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 15.90% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,569 | $4,636-66.2% | $4,154-62.2% | $4,156-62.2% |
| Participant deferral / active EE | $2,971 | $6,166-51.8% | $5,453-45.5% | $6,407-53.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |