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 | $120,478 | $135,952-11.4% | $123,892-2.8% | $273,961-56.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.81% | 56.63%-50.8pp | 47.52%-41.7pp | 41.45%-35.6pp |
| Employer contribution / active EE | $4,857 | $5,170-6.1% | $4,617+5.2% | $4,869-0.3% |
| Participant deferral / active EE | $10,688 | $6,343+68.5% | $5,984+78.6% | $5,287+102.1% |
| Admin fee / account holder | $91 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |