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 | $107,441 | $181,894-40.9% | $156,549-31.4% | $273,961-60.8% |
| Participation rate | 94.1% | 88.4%+5.7pp | 84.0%+10.1pp | 83.0%+11.1pp |
| Annual return | 8.10% | 30.74%-22.6pp | 32.23%-24.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $6,176 | $6,248-1.1% | $5,501+12.3% | $4,869+26.9% |
| Participant deferral / active EE | $5,573 | $5,550+0.4% | $4,871+14.4% | $5,287+5.4% |
| Admin fee / account holder | $299 | $15,559-98.1% | $13,027-97.7% | $10,132-97.1% |