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 | $84,563 | $76,552+10.5% | $123,892-31.7% | $62,891+34.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.24% | 18.68%-10.4pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $3,286 | $2,883+14.0% | $4,617-28.8% | $2,281+44.1% |
| Participant deferral / active EE | $7,725 | $4,840+59.6% | $5,984+29.1% | $3,203+141.2% |
| Admin fee / account holder | $190 | $4,826-96.1% | $8,357-97.7% | $4,296-95.6% |