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 | $79,724 | $93,571-14.8% | $135,903-41.3% | $75,163+6.1% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 19.08% | 30.90%-11.8pp | 68.23%-49.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $6,942 | $3,537+96.3% | $4,856+43.0% | $2,670+160.0% |
| Participant deferral / active EE | $6,432 | $6,404+0.4% | $7,758-17.1% | $4,125+55.9% |
| Admin fee / account holder | $24 | $6,975-99.7% | $10,762-99.8% | $5,651-99.6% |