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 | $103,852 | $93,071+11.6% | $74,583+39.2% | $273,961-62.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.37% | 26.18%-21.8pp | 20.47%-16.1pp | 41.45%-37.1pp |
| Employer contribution / active EE | $8,592 | $3,160+171.9% | $2,525+240.3% | $4,869+76.5% |
| Participant deferral / active EE | $12,144 | $4,160+191.9% | $3,458+251.2% | $5,287+129.7% |
| Admin fee / account holder | $66 | $5,272-98.7% | $4,138-98.4% | $10,132-99.3% |