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 | $109,175 | $181,894-40.0% | $156,549-30.3% | $273,961-60.1% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 4.15% | 30.74%-26.6pp | 32.23%-28.1pp | 41.45%-37.3pp |
| Employer contribution / active EE | $10,557 | $6,248+69.0% | $5,501+91.9% | $4,869+116.8% |
| Participant deferral / active EE | $5,636 | $5,550+1.5% | $4,871+15.7% | $5,287+6.6% |
| Admin fee / account holder | $103 | $15,559-99.3% | $13,027-99.2% | $10,132-99.0% |