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 | $122,528 | $153,772-20.3% | $133,980-8.5% | $273,961-55.3% |
| Participation rate | 85.0% | 88.4%-3.4pp | 87.1%-2.1pp | 83.0%+2.0pp |
| Annual return | 7.41% | 36.51%-29.1pp | 29.30%-21.9pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,933 | $6,029-51.3% | $5,211-43.7% | $4,869-39.7% |
| Participant deferral / active EE | $9,900 | $6,958+42.3% | $6,282+57.6% | $5,287+87.2% |
| Admin fee / account holder | $12 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |