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 | $143,506 | $153,772-6.7% | $133,980+7.1% | $273,961-47.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 28.74% | 36.51%-7.8pp | 29.30%-0.6pp | 41.45%-12.7pp |
| Employer contribution / active EE | $12,976 | $6,029+115.2% | $5,211+149.0% | $4,869+166.5% |
| Participant deferral / active EE | $8,255 | $6,958+18.6% | $6,282+31.4% | $5,287+56.1% |
| Admin fee / account holder | $126 | $11,765-98.9% | $9,324-98.7% | $10,132-98.8% |