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 | $102,173 | $96,956+5.4% | $70,014+45.9% | $273,961-62.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 5.22% | 12.93%-7.7pp | 12.99%-7.8pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,352 | $3,316-59.2% | $2,338-42.2% | $4,869-72.2% |
| Participant deferral / active EE | $1,743 | $3,744-53.4% | $2,931-40.5% | $5,287-67.0% |
| Admin fee / account holder | $9 | $7,934-99.9% | $4,380-99.8% | $10,132-99.9% |