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 | $150,931 | $181,894-17.0% | $156,549-3.6% | $273,961-44.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.98% | 30.74%-24.8pp | 32.23%-26.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $5,737 | $6,248-8.2% | $5,501+4.3% | $4,869+17.8% |
| Participant deferral / active EE | $7,323 | $5,550+32.0% | $4,871+50.3% | $5,287+38.5% |
| Admin fee / account holder | $99 | $15,559-99.4% | $13,027-99.2% | $10,132-99.0% |