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 | $74,758 | $153,772-51.4% | $133,980-44.2% | $273,961-72.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.69% | 36.51%-28.8pp | 29.30%-21.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $14,058 | $6,029+133.2% | $5,211+169.7% | $4,869+188.7% |
| Participant deferral / active EE | $7,305 | $6,958+5.0% | $6,282+16.3% | $5,287+38.2% |
| Admin fee / account holder | $65 | $11,765-99.4% | $9,324-99.3% | $10,132-99.4% |