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 | $98,732 | $96,557+2.3% | $80,975+21.9% | $273,961-64.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.73% | 15.14%-6.4pp | 17.10%-8.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $7,853 | $4,868+61.3% | $3,714+111.4% | $4,869+61.3% |
| Participant deferral / active EE | $15,214 | $6,598+130.6% | $5,696+167.1% | $5,287+187.8% |
| Admin fee / account holder | $43 | $7,492-99.4% | $5,516-99.2% | $10,132-99.6% |