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 | $71,179 | $181,894-60.9% | $156,549-54.5% | $273,961-74.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.46% | 30.74%-23.3pp | 32.23%-24.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $6,352 | $6,248+1.7% | $5,501+15.5% | $4,869+30.5% |
| Participant deferral / active EE | $3,937 | $5,550-29.1% | $4,871-19.2% | $5,287-25.5% |
| Admin fee / account holder | $10 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |