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 5-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 | $83,792 | $81,248+3.1% | $155,509-46.1% | $80,856+3.6% |
| Participation rate | 76.9% | 66.2%+10.7pp | 78.2%-1.3pp | 67.6%+9.3pp |
| Annual return | 19.62% | 33.31%-13.7pp | 64.67%-45.0pp | 35.59%-16.0pp |
| Employer contribution / active EE | $3,080 | $3,100-0.7% | $4,672-34.1% | $2,755+11.8% |
| Participant deferral / active EE | $4,889 | $3,452+41.7% | $5,626-13.1% | $4,296+13.8% |
| Admin fee / account holder | $21 | $7,997-99.7% | $15,912-99.9% | $6,918-99.7% |