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 | $92,985 | $76,552+21.5% | $123,892-24.9% | $62,891+47.9% |
| Participation rate | 79.3% | 73.0%+6.3pp | 81.4%-2.1pp | 69.3%+10.0pp |
| Annual return | 8.38% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,943 | $2,883-32.6% | $4,617-57.9% | $2,281-14.8% |
| Participant deferral / active EE | $5,053 | $4,840+4.4% | $5,984-15.6% | $3,203+57.7% |
| Admin fee / account holder | $181 | $4,826-96.2% | $8,357-97.8% | $4,296-95.8% |