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 | $89,200 | $93,071-4.2% | $74,583+19.6% | $273,961-67.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.46% | 26.18%-18.7pp | 20.47%-13.0pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,404 | $3,160-55.6% | $2,525-44.4% | $4,869-71.2% |
| Participant deferral / active EE | $7,022 | $4,160+68.8% | $3,458+103.1% | $5,287+32.8% |
| Admin fee / account holder | $28 | $5,272-99.5% | $4,138-99.3% | $10,132-99.7% |