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 | $113,355 | $99,877+13.5% | $84,966+33.4% | $145,922-22.3% |
| Participation rate | 82.4% | 74.1%+8.3pp | 67.5%+14.9pp | 80.3%+2.1pp |
| Annual return | 12.94% | 83.76%-70.8pp | 66.38%-53.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,208 | $3,231-31.7% | $2,727-19.0% | $4,660-52.6% |
| Participant deferral / active EE | $5,404 | $5,291+2.1% | $4,519+19.6% | $6,688-19.2% |
| Admin fee / account holder | $241 | $7,248-96.7% | $6,149-96.1% | $13,397-98.2% |