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 | $138,064 | $181,894-24.1% | $156,549-11.8% | $273,961-49.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.90% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $7,983 | $6,248+27.8% | $5,501+45.1% | $4,869+64.0% |
| Participant deferral / active EE | $10,508 | $5,550+89.3% | $4,871+115.7% | $5,287+98.7% |
| Admin fee / account holder | $58 | $15,559-99.6% | $13,027-99.6% | $10,132-99.4% |