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 | $162,795 | $148,978+9.3% | $200,582-18.8% | $84,808+92.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 18.38% | 28.16%-9.8pp | 42.33%-24.0pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,976 | $4,815-17.4% | $6,419-38.1% | $2,631+51.1% |
| Participant deferral / active EE | $9,006 | $7,142+26.1% | $9,331-3.5% | $4,212+113.8% |
| Admin fee / account holder | $58 | $13,977-99.6% | $16,305-99.6% | $7,344-99.2% |