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 | $96,353 | $181,894-47.0% | $156,549-38.5% | $273,961-64.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.78% | 30.74%-22.0pp | 32.23%-23.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,504 | $6,248-59.9% | $5,501-54.5% | $4,869-48.6% |
| Participant deferral / active EE | $6,004 | $5,550+8.2% | $4,871+23.3% | $5,287+13.6% |
| Admin fee / account holder | $107 | $15,559-99.3% | $13,027-99.2% | $10,132-98.9% |