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 6-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 | $124,489 | $153,772-19.0% | $133,980-7.1% | $273,961-54.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.05% | 36.51%-26.5pp | 29.30%-19.2pp | 41.45%-31.4pp |
| Employer contribution / active EE | $8,938 | $6,029+48.2% | $5,211+71.5% | $4,869+83.6% |
| Participant deferral / active EE | $10,500 | $6,958+50.9% | $6,282+67.1% | $5,287+98.6% |
| Admin fee / account holder | $35 | $11,765-99.7% | $9,324-99.6% | $10,132-99.7% |