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 | $83,016 | $60,349+37.6% | $74,183+11.9% | $62,891+32.0% |
| Participation rate | 84.2% | 72.7%+11.5pp | 76.6%+7.6pp | 69.3%+14.9pp |
| Annual return | 7.87% | 21.37%-13.5pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $3,450 | $1,680+105.3% | $2,370+45.6% | $2,281+51.3% |
| Participant deferral / active EE | $5,638 | $2,856+97.4% | $3,550+58.8% | $3,203+76.0% |
| Admin fee / account holder | $173 | $4,261-95.9% | $5,586-96.9% | $4,296-96.0% |