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 | $88,895 | $90,503-1.8% | $78,689+13.0% | $273,961-67.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.40% | 75.60%-69.2pp | 62.18%-55.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $3,750 | $3,176+18.1% | $2,851+31.6% | $4,869-23.0% |
| Participant deferral / active EE | $4,151 | $3,901+6.4% | $3,517+18.0% | $5,287-21.5% |
| Admin fee / account holder | $292 | $5,263-94.4% | $4,510-93.5% | $10,132-97.1% |