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 | $131,201 | $181,894-27.9% | $156,549-16.2% | $273,961-52.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.56% | 30.74%-22.2pp | 32.23%-23.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,186 | $6,248-65.0% | $5,501-60.3% | $4,869-55.1% |
| Participant deferral / active EE | $3,281 | $5,550-40.9% | $4,871-32.6% | $5,287-37.9% |
| Admin fee / account holder | $40 | $15,559-99.7% | $13,027-99.7% | $10,132-99.6% |