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 | $97,756 | $81,460+20.0% | $103,333-5.4% | $80,856+20.9% |
| Participation rate | 96.4% | 66.8%+29.6pp | 74.5%+21.9pp | 67.6%+28.8pp |
| Annual return | 11.51% | 25.55%-14.0pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $11,823 | $3,105+280.7% | $3,868+205.7% | $2,755+329.2% |
| Participant deferral / active EE | $8,924 | $3,869+130.7% | $5,057+76.4% | $4,296+107.7% |
| Admin fee / account holder | $112 | $6,566-98.3% | $8,355-98.7% | $6,918-98.4% |