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 | $95,886 | $181,894-47.3% | $156,549-38.8% | $273,961-65.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.66% | 30.74%-20.1pp | 32.23%-21.6pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,549 | $6,248-75.2% | $5,501-71.8% | $4,869-68.2% |
| Participant deferral / active EE | $7,920 | $5,550+42.7% | $4,871+62.6% | $5,287+49.8% |
| Admin fee / account holder | -$855 | $15,559-105.5% | $13,027-106.6% | $10,132-108.4% |