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 | $127,742 | $135,952-6.0% | $123,892+3.1% | $273,961-53.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.63% | 56.63%-49.0pp | 47.52%-39.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $4,995 | $5,170-3.4% | $4,617+8.2% | $4,869+2.6% |
| Participant deferral / active EE | $9,325 | $6,343+47.0% | $5,984+55.8% | $5,287+76.4% |
| Admin fee / account holder | $93 | $9,817-99.0% | $8,357-98.9% | $10,132-99.1% |