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 | $114,575 | $105,630+8.5% | $87,507+30.9% | $273,961-58.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.50% | 12.25%-5.8pp | 12.21%-5.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $765 | $3,141-75.6% | $2,550-70.0% | $4,869-84.3% |
| Participant deferral / active EE | $4,107 | $3,601+14.1% | $3,149+30.4% | $5,287-22.3% |
| Admin fee / account holder | $214 | $4,781-95.5% | $4,221-94.9% | $10,132-97.9% |