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 | $88,351 | $96,557-8.5% | $80,975+9.1% | $273,961-67.8% |
| Participation rate | 71.4% | 79.1%-7.7pp | 75.8%-4.4pp | 83.0%-11.6pp |
| Annual return | 7.83% | 15.14%-7.3pp | 17.10%-9.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $3,129 | $4,868-35.7% | $3,714-15.8% | $4,869-35.7% |
| Participant deferral / active EE | $7,785 | $6,598+18.0% | $5,696+36.7% | $5,287+47.2% |
| Admin fee / account holder | $3 | $7,492-100.0% | $5,516-99.9% | $10,132-100.0% |