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 | $80,482 | $90,503-11.1% | $78,689+2.3% | $273,961-70.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.73% | 75.60%-69.9pp | 62.18%-56.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $4,036 | $3,176+27.1% | $2,851+41.6% | $4,869-17.1% |
| Participant deferral / active EE | $9,892 | $3,901+153.6% | $3,517+181.3% | $5,287+87.1% |
| Admin fee / account holder | $17 | $5,263-99.7% | $4,510-99.6% | $10,132-99.8% |