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 | $80,458 | $181,894-55.8% | $156,549-48.6% | $273,961-70.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.54% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $4,470 | $6,248-28.5% | $5,501-18.7% | $4,869-8.2% |
| Participant deferral / active EE | $5,476 | $5,550-1.3% | $4,871+12.4% | $5,287+3.6% |
| Admin fee / account holder | $96 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |