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 | $196,357 | $153,772+27.7% | $133,980+46.6% | $273,961-28.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.47% | 36.51%-33.0pp | 29.30%-25.8pp | 41.45%-38.0pp |
| Employer contribution / active EE | $9,085 | $6,029+50.7% | $5,211+74.3% | $4,869+86.6% |
| Participant deferral / active EE | $11,248 | $6,958+61.6% | $6,282+79.0% | $5,287+112.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |