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 7-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 | $72,428 | $88,707-18.4% | $74,183-2.4% | $273,961-73.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.36% | 11.94%-3.6pp | 17.74%-9.4pp | 41.45%-33.1pp |
| Employer contribution / active EE | $9,425 | $3,159+198.3% | $2,370+297.7% | $4,869+93.6% |
| Participant deferral / active EE | $6,705 | $4,212+59.2% | $3,550+88.9% | $5,287+26.8% |
| Admin fee / account holder | $57 | $8,717-99.3% | $5,586-99.0% | $10,132-99.4% |