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 | $127,290 | $153,772-17.2% | $133,980-5.0% | $273,961-53.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.26% | 36.51%-28.2pp | 29.30%-21.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $10,088 | $6,029+67.3% | $5,211+93.6% | $4,869+107.2% |
| Participant deferral / active EE | $9,561 | $6,958+37.4% | $6,282+52.2% | $5,287+80.8% |
| Admin fee / account holder | $266 | $11,765-97.7% | $9,324-97.1% | $10,132-97.4% |