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 | $132,287 | $138,347-4.4% | $184,203-28.2% | $80,856+63.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.60% | 20.02%-6.4pp | 28.81%-15.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,912 | $4,850-19.3% | $6,427-39.1% | $2,755+42.0% |
| Participant deferral / active EE | $9,035 | $7,071+27.8% | $9,131-1.1% | $4,296+110.3% |
| Admin fee / account holder | $44 | $10,483-99.6% | $13,901-99.7% | $6,918-99.4% |