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 | $94,707 | $88,707+6.8% | $74,183+27.7% | $273,961-65.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.90% | 11.94%+1.0pp | 17.74%-4.8pp | 41.45%-28.6pp |
| Employer contribution / active EE | $1,733 | $3,159-45.1% | $2,370-26.9% | $4,869-64.4% |
| Participant deferral / active EE | $5,105 | $4,212+21.2% | $3,550+43.8% | $5,287-3.4% |
| Admin fee / account holder | $21 | $8,717-99.8% | $5,586-99.6% | $10,132-99.8% |