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 | $114,247 | $93,071+22.8% | $74,583+53.2% | $273,961-58.3% |
| Participation rate | 85.7% | 74.9%+10.8pp | 68.1%+17.6pp | 83.0%+2.7pp |
| Annual return | 4.72% | 26.18%-21.5pp | 20.47%-15.8pp | 41.45%-36.7pp |
| Employer contribution / active EE | $5,343 | $3,160+69.1% | $2,525+111.6% | $4,869+9.7% |
| Participant deferral / active EE | $10,957 | $4,160+163.4% | $3,458+216.9% | $5,287+107.2% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |