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 | $126,110 | $136,307-7.5% | $106,619+18.3% | $273,961-54.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 8.94% | 11.05%-2.1pp | 9.42%-0.5pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,775 | $5,190-65.8% | $3,947-55.0% | $4,869-63.5% |
| Participant deferral / active EE | $11,883 | $4,969+139.1% | $3,930+202.4% | $5,287+124.8% |
| Admin fee / account holder | $125 | $8,625-98.6% | $6,418-98.1% | $10,132-98.8% |