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 | $166,201 | $181,894-8.6% | $156,549+6.2% | $273,961-39.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.47% | 30.74%-26.3pp | 32.23%-27.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $3,236 | $6,248-48.2% | $5,501-41.2% | $4,869-33.5% |
| Participant deferral / active EE | $5,119 | $5,550-7.8% | $4,871+5.1% | $5,287-3.2% |
| Admin fee / account holder | $28 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |