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 | $105,647 | $181,894-41.9% | $156,549-32.5% | $273,961-61.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 15.57% | 30.74%-15.2pp | 32.23%-16.7pp | 41.45%-25.9pp |
| Employer contribution / active EE | $10,609 | $6,248+69.8% | $5,501+92.8% | $4,869+117.9% |
| Participant deferral / active EE | $11,064 | $5,550+99.3% | $4,871+127.1% | $5,287+109.3% |
| Admin fee / account holder | $59 | $15,559-99.6% | $13,027-99.5% | $10,132-99.4% |