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 | $88,195 | $60,892+44.8% | $82,389+7.0% | $84,808+4.0% |
| Participation rate | 91.7% | 63.3%+28.4pp | 69.5%+22.1pp | 68.3%+23.4pp |
| Annual return | 13.41% | 37.29%-23.9pp | 28.67%-15.3pp | 40.90%-27.5pp |
| Employer contribution / active EE | $3,935 | $1,779+121.2% | $2,517+56.3% | $2,631+49.6% |
| Participant deferral / active EE | $6,612 | $3,179+108.0% | $4,155+59.2% | $4,212+57.0% |
| Admin fee / account holder | $153 | $5,467-97.2% | $7,231-97.9% | $7,344-97.9% |