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 | $76,832 | $95,266-19.3% | $82,389-6.7% | $142,382-46.0% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 14.65% | 25.74%-11.1pp | 28.67%-14.0pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,762 | $2,991-41.1% | $2,517-30.0% | $4,299-59.0% |
| Participant deferral / active EE | $6,158 | $4,809+28.1% | $4,155+48.2% | $6,507-5.4% |
| Admin fee / account holder | $226 | $8,563-97.4% | $7,231-96.9% | $12,624-98.2% |