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 | $110,502 | $88,583+24.7% | $88,497+24.9% | $273,961-59.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 8.13% | 5.68%+2.5pp | 7.63%+0.5pp | 41.45%-33.3pp |
| Employer contribution / active EE | $3,630 | $4,502-19.4% | $4,036-10.1% | $4,869-25.5% |
| Participant deferral / active EE | $4,890 | $4,8910% | $4,899-0.2% | $5,287-7.5% |
| Admin fee / account holder | $10 | $8,980-99.9% | $6,220-99.8% | $10,132-99.9% |