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 | $118,558 | $90,503+31.0% | $78,689+50.7% | $273,961-56.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.66% | 75.60%-66.9pp | 62.18%-53.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,647 | $3,176-16.7% | $2,851-7.2% | $4,869-45.6% |
| Participant deferral / active EE | $7,280 | $3,901+86.6% | $3,517+107.0% | $5,287+37.7% |
| Admin fee / account holder | $13 | $5,263-99.7% | $4,510-99.7% | $10,132-99.9% |