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 | $85,102 | $181,894-53.2% | $156,549-45.6% | $273,961-68.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.94% | 30.74%-22.8pp | 32.23%-24.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,059 | $6,248-51.0% | $5,501-44.4% | $4,869-37.2% |
| Participant deferral / active EE | $7,117 | $5,550+28.2% | $4,871+46.1% | $5,287+34.6% |
| Admin fee / account holder | $239 | $15,559-98.5% | $13,027-98.2% | $10,132-97.6% |