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 | $119,139 | $181,894-34.5% | $156,549-23.9% | $273,961-56.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.51% | 30.74%-19.2pp | 32.23%-20.7pp | 41.45%-29.9pp |
| Employer contribution / active EE | $19,139 | $6,248+206.3% | $5,501+247.9% | $4,869+293.1% |
| Participant deferral / active EE | $6,285 | $5,550+13.2% | $4,871+29.0% | $5,287+18.9% |
| Admin fee / account holder | $7 | $15,559-100.0% | $13,027-99.9% | $10,132-99.9% |