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 | $114,595 | $113,339+1.1% | $94,993+20.6% | $147,584-22.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 17.15% | 20.77%-3.6pp | 27.12%-10.0pp | 578.55%-561.4pp |
| Employer contribution / active EE | $3,670 | $3,160+16.1% | $2,603+41.0% | $4,876-24.7% |
| Participant deferral / active EE | $4,038 | $3,777+6.9% | $3,317+21.7% | $5,439-25.8% |
| Admin fee / account holder | $67 | $6,063-98.9% | $4,960-98.6% | $10,885-99.4% |