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 | $99,907 | $93,071+7.3% | $74,583+34.0% | $273,961-63.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.06% | 26.18%-18.1pp | 20.47%-12.4pp | 41.45%-33.4pp |
| Employer contribution / active EE | $12,798 | $3,160+305.0% | $2,525+406.8% | $4,869+162.9% |
| Participant deferral / active EE | $10,315 | $4,160+147.9% | $3,458+198.3% | $5,287+95.1% |
| Admin fee / account holder | $111 | $5,272-97.9% | $4,138-97.3% | $10,132-98.9% |