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 | $88,103 | $65,685+34.1% | $57,179+54.1% | $273,961-67.8% |
| Participation rate | 91.7% | 78.3%+13.3pp | 75.3%+16.3pp | 83.0%+8.7pp |
| Annual return | 23.45% | 21.99%+1.5pp | 14.59%+8.9pp | 41.45%-18.0pp |
| Employer contribution / active EE | $4,412 | $3,279+34.6% | $2,682+64.5% | $4,869-9.4% |
| Participant deferral / active EE | $3,606 | $3,782-4.6% | $3,096+16.5% | $5,287-31.8% |
| Admin fee / account holder | $25 | $4,835-99.5% | $3,139-99.2% | $10,132-99.8% |