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 | $72,683 | $54,762+32.7% | $90,281-19.5% | $72,985-0.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.02% | 30.63%-6.6pp | 78.10%-54.1pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,870 | $2,092+37.1% | $2,854+0.5% | $2,440+17.6% |
| Participant deferral / active EE | $3,066 | $2,887+6.2% | $3,885-21.1% | $3,607-15.0% |
| Admin fee / account holder | $171 | $3,972-95.7% | $5,351-96.8% | $5,124-96.7% |