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 | $59,122 | $76,552-22.8% | $123,892-52.3% | $62,891-6.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 12.37% | 18.68%-6.3pp | 47.52%-35.2pp | 20.14%-7.8pp |
| Employer contribution / active EE | $6,774 | $2,883+135.0% | $4,617+46.7% | $2,281+197.0% |
| Participant deferral / active EE | $6,862 | $4,840+41.8% | $5,984+14.7% | $3,203+114.2% |
| Admin fee / account holder | $231 | $4,826-95.2% | $8,357-97.2% | $4,296-94.6% |