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 | $98,467 | $181,894-45.9% | $156,549-37.1% | $273,961-64.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.91% | 30.74%-25.8pp | 32.23%-27.3pp | 41.45%-36.5pp |
| Employer contribution / active EE | $6,173 | $6,248-1.2% | $5,501+12.2% | $4,869+26.8% |
| Participant deferral / active EE | $2,721 | $5,550-51.0% | $4,871-44.1% | $5,287-48.5% |
| Admin fee / account holder | $297 | $15,559-98.1% | $13,027-97.7% | $10,132-97.1% |