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 | $103,679 | $93,346+11.1% | $71,796+44.4% | $273,961-62.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.89% | 130.39%-125.5pp | 78.04%-73.1pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,380 | $2,733-49.5% | $1,924-28.3% | $4,869-71.6% |
| Participant deferral / active EE | $4,329 | $3,475+24.6% | $2,794+54.9% | $5,287-18.1% |
| Admin fee / account holder | $45 | $6,571-99.3% | $4,815-99.1% | $10,132-99.6% |