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 | $68,860 | $181,894-62.1% | $156,549-56.0% | $273,961-74.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.35% | 30.74%-24.4pp | 32.23%-25.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $7,384 | $6,248+18.2% | $5,501+34.2% | $4,869+51.7% |
| Participant deferral / active EE | $5,580 | $5,550+0.5% | $4,871+14.6% | $5,287+5.5% |
| Admin fee / account holder | $289 | $15,559-98.1% | $13,027-97.8% | $10,132-97.1% |