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 | $90,770 | $93,071-2.5% | $74,583+21.7% | $273,961-66.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.81% | 26.18%-17.4pp | 20.47%-11.7pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,424 | $3,160-54.9% | $2,525-43.6% | $4,869-70.8% |
| Participant deferral / active EE | $7,901 | $4,160+89.9% | $3,458+128.5% | $5,287+49.4% |
| Admin fee / account holder | $29 | $5,272-99.4% | $4,138-99.3% | $10,132-99.7% |