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 | $201,270 | $181,894+10.7% | $156,549+28.6% | $273,961-26.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.05% | 30.74%-22.7pp | 32.23%-24.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $4,334 | $6,248-30.6% | $5,501-21.2% | $4,869-11.0% |
| Participant deferral / active EE | $7,519 | $5,550+35.5% | $4,871+54.4% | $5,287+42.2% |
| Admin fee / account holder | $128 | $15,559-99.2% | $13,027-99.0% | $10,132-98.7% |