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 | $82,867 | $88,707-6.6% | $74,183+11.7% | $273,961-69.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.60% | 11.94%-8.3pp | 17.74%-14.1pp | 41.45%-37.9pp |
| Employer contribution / active EE | $16,996 | $3,159+438.0% | $2,370+617.1% | $4,869+249.1% |
| Participant deferral / active EE | $9,533 | $4,212+126.4% | $3,550+168.6% | $5,287+80.3% |
| Admin fee / account holder | $8 | $8,717-99.9% | $5,586-99.9% | $10,132-99.9% |