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 | $56,311 | $135,952-58.6% | $123,892-54.5% | $273,961-79.4% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 5.59% | 56.63%-51.0pp | 47.52%-41.9pp | 41.45%-35.9pp |
| Employer contribution / active EE | $3,199 | $5,170-38.1% | $4,617-30.7% | $4,869-34.3% |
| Participant deferral / active EE | $8,808 | $6,343+38.9% | $5,984+47.2% | $5,287+66.6% |
| Admin fee / account holder | $68 | $9,817-99.3% | $8,357-99.2% | $10,132-99.3% |