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 | $77,055 | $88,707-13.1% | $74,183+3.9% | $273,961-71.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 14.74% | 11.94%+2.8pp | 17.74%-3.0pp | 41.45%-26.7pp |
| Employer contribution / active EE | $21,168 | $3,159+570.0% | $2,370+793.1% | $4,869+334.8% |
| Participant deferral / active EE | $10,147 | $4,212+140.9% | $3,550+185.8% | $5,287+91.9% |
| Admin fee / account holder | $30 | $8,717-99.7% | $5,586-99.5% | $10,132-99.7% |