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 | $162,377 | $153,772+5.6% | $133,980+21.2% | $273,961-40.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.81% | 36.51%-28.7pp | 29.30%-21.5pp | 41.45%-33.6pp |
| Employer contribution / active EE | $10,507 | $6,029+74.3% | $5,211+101.6% | $4,869+115.8% |
| Participant deferral / active EE | $7,193 | $6,958+3.4% | $6,282+14.5% | $5,287+36.1% |
| Admin fee / account holder | $205 | $11,765-98.3% | $9,324-97.8% | $10,132-98.0% |