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 | $84,286 | $153,772-45.2% | $133,980-37.1% | $273,961-69.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.80% | 36.51%-32.7pp | 29.30%-25.5pp | 41.45%-37.6pp |
| Employer contribution / active EE | $13,862 | $6,029+129.9% | $5,211+166.0% | $4,869+184.7% |
| Participant deferral / active EE | $2,550 | $6,958-63.4% | $6,282-59.4% | $5,287-51.8% |
| Admin fee / account holder | $218 | $11,765-98.1% | $9,324-97.7% | $10,132-97.8% |