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 | $107,802 | $181,894-40.7% | $156,549-31.1% | $273,961-60.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.75% | 30.74%-25.0pp | 32.23%-26.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $4,892 | $6,248-21.7% | $5,501-11.1% | $4,869+0.5% |
| Participant deferral / active EE | $5,031 | $5,550-9.4% | $4,871+3.3% | $5,287-4.8% |
| Admin fee / account holder | $208 | $15,559-98.7% | $13,027-98.4% | $10,132-97.9% |