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 | $81,646 | $56,897+43.5% | $84,750-3.7% | $62,891+29.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.42% | 6.30%-0.9pp | 22.78%-17.4pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,841 | $2,400+18.4% | $3,574-20.5% | $2,281+24.6% |
| Participant deferral / active EE | $2,210 | $2,709-18.4% | $3,712-40.5% | $3,203-31.0% |
| Admin fee / account holder | $103 | $3,581-97.1% | $5,332-98.1% | $4,296-97.6% |