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 | $101,653 | $181,894-44.1% | $156,549-35.1% | $273,961-62.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.80% | 30.74%-18.9pp | 32.23%-20.4pp | 41.45%-29.6pp |
| Employer contribution / active EE | $3,907 | $6,248-37.5% | $5,501-29.0% | $4,869-19.7% |
| Participant deferral / active EE | $3,173 | $5,550-42.8% | $4,871-34.9% | $5,287-40.0% |
| Admin fee / account holder | $299 | $15,559-98.1% | $13,027-97.7% | $10,132-97.0% |