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 | $91,752 | $93,071-1.4% | $74,583+23.0% | $273,961-66.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.61% | 26.18%-20.6pp | 20.47%-14.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $6,216 | $3,160+96.7% | $2,525+146.2% | $4,869+27.7% |
| Participant deferral / active EE | $11,557 | $4,160+177.8% | $3,458+234.2% | $5,287+118.6% |
| Admin fee / account holder | $28 | $5,272-99.5% | $4,138-99.3% | $10,132-99.7% |