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 | $85,282 | $86,929-1.9% | $102,423-16.7% | $80,856+5.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.52% | 18.88%-7.4pp | 29.32%-17.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $5,374 | $2,369+126.8% | $3,023+77.7% | $2,755+95.1% |
| Participant deferral / active EE | $4,405 | $4,118+7.0% | $5,053-12.8% | $4,296+2.6% |
| Admin fee / account holder | $228 | $8,049-97.2% | $9,451-97.6% | $6,918-96.7% |