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 | $80,187 | $65,685+22.1% | $57,179+40.2% | $273,961-70.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.47% | 21.99%-13.5pp | 14.59%-6.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,180 | $3,279-33.5% | $2,682-18.7% | $4,869-55.2% |
| Participant deferral / active EE | $2,679 | $3,782-29.2% | $3,096-13.5% | $5,287-49.3% |
| Admin fee / account holder | $220 | $4,835-95.4% | $3,139-93.0% | $10,132-97.8% |