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 | $90,382 | $101,069-10.6% | $81,478+10.9% | $147,584-38.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.25% | 32.40%-15.2pp | 38.78%-21.5pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,408 | $3,205-24.9% | $2,568-6.2% | $4,876-50.6% |
| Participant deferral / active EE | $8,933 | $4,242+110.6% | $3,537+152.6% | $5,439+64.3% |
| Admin fee / account holder | $42 | $5,812-99.3% | $4,561-99.1% | $10,885-99.6% |