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 | $89,223 | $215,361-58.6% | $171,082-47.8% | $273,961-67.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.23% | 25.14%-15.9pp | 32.56%-23.3pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,405 | $4,967-71.7% | $4,002-64.9% | $4,869-71.1% |
| Participant deferral / active EE | $5,625 | $5,543+1.5% | $4,797+17.3% | $5,287+6.4% |
| Admin fee / account holder | $19 | $10,846-99.8% | $8,520-99.8% | $10,132-99.8% |