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 | $125,289 | $101,763+23.1% | $164,866-24.0% | $80,874+54.9% |
| Participation rate | 80.6% | 71.8%+8.7pp | 78.6%+1.9pp | 67.6%+12.9pp |
| Annual return | 15.95% | 16.73%-0.8pp | 69.97%-54.0pp | 35.62%-19.7pp |
| Employer contribution / active EE | $2,746 | $2,954-7.1% | $4,343-36.8% | $2,756-0.4% |
| Participant deferral / active EE | $8,311 | $4,477+85.7% | $6,033+37.8% | $4,297+93.4% |
| Admin fee / account holder | $12 | $8,228-99.9% | $12,689-99.9% | $6,935-99.8% |