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 | $73,931 | $136,307-45.8% | $106,619-30.7% | $273,961-73.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 9.32% | 11.05%-1.7pp | 9.42%-0.1pp | 41.45%-32.1pp |
| Employer contribution / active EE | $4,590 | $5,190-11.6% | $3,947+16.3% | $4,869-5.7% |
| Participant deferral / active EE | $7,758 | $4,969+56.1% | $3,930+97.4% | $5,287+46.7% |
| Admin fee / account holder | $66 | $8,625-99.2% | $6,418-99.0% | $10,132-99.3% |