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 | $80,262 | $65,365+22.8% | $92,893-13.6% | $72,985+10.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 29.26% | 42.10%-12.8pp | 109.41%-80.2pp | 81.00%-51.7pp |
| Employer contribution / active EE | $2,685 | $2,594+3.5% | $3,653-26.5% | $2,440+10.1% |
| Participant deferral / active EE | $5,391 | $3,128+72.3% | $4,236+27.3% | $3,607+49.4% |
| Admin fee / account holder | $5 | $4,251-99.9% | $5,794-99.9% | $5,124-99.9% |