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 | $33,429 | $181,894-81.6% | $156,549-78.6% | $273,961-87.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.39% | 30.74%-20.4pp | 32.23%-21.8pp | 41.45%-31.1pp |
| Employer contribution / active EE | $6,104 | $6,248-2.3% | $5,501+11.0% | $4,869+25.4% |
| Participant deferral / active EE | $4,836 | $5,550-12.9% | $4,871-0.7% | $5,287-8.5% |
| Admin fee / account holder | $286 | $15,559-98.2% | $13,027-97.8% | $10,132-97.2% |