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 | $65,748 | $56,277+16.8% | $80,975-18.8% | $62,891+4.5% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 9.61% | 22.12%-12.5pp | 17.10%-7.5pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,587 | $1,943-18.3% | $3,714-57.3% | $2,281-30.4% |
| Participant deferral / active EE | $7,918 | $4,195+88.7% | $5,696+39.0% | $3,203+147.2% |
| Admin fee / account holder | $3 | $3,741-99.9% | $5,516-100.0% | $4,296-99.9% |