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 | $78,307 | $84,233-7.0% | $170,442-54.1% | $70,131+11.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.47% | 23.06%-7.6pp | 205.93%-190.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $7,073 | $3,387+108.8% | $5,433+30.2% | $2,342+201.9% |
| Participant deferral / active EE | $7,684 | $3,086+149.0% | $4,939+55.6% | $3,332+130.6% |
| Admin fee / account holder | $139 | $5,698-97.6% | $13,880-99.0% | $4,645-97.0% |