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 | $101,380 | $99,341+2.1% | $84,750+19.6% | $273,961-63.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.75% | 22.93%-12.2pp | 22.78%-12.0pp | 41.45%-30.7pp |
| Employer contribution / active EE | $8,381 | $4,214+98.9% | $3,574+134.5% | $4,869+72.1% |
| Participant deferral / active EE | $5,440 | $4,269+27.4% | $3,712+46.6% | $5,287+2.9% |
| Admin fee / account holder | $34 | $6,644-99.5% | $5,332-99.4% | $10,132-99.7% |