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 | $81,437 | $123,793-34.2% | $177,821-54.2% | $79,858+2.0% |
| Participation rate | 83.3% | 84.7%-1.3pp | 87.7%-4.4pp | 69.6%+13.7pp |
| Annual return | 20.09% | 22.82%-2.7pp | 48.32%-28.2pp | 31.71%-11.6pp |
| Employer contribution / active EE | $5,197 | $4,095+26.9% | $5,918-12.2% | $2,471+110.3% |
| Participant deferral / active EE | $9,030 | $5,956+51.6% | $7,714+17.1% | $3,740+141.4% |
| Admin fee / account holder | $54 | $7,243-99.2% | $12,427-99.6% | $5,306-99.0% |