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 | $169,407 | $181,894-6.9% | $156,549+8.2% | $273,961-38.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.38% | 30.74%-19.4pp | 32.23%-20.8pp | 41.45%-30.1pp |
| Employer contribution / active EE | $10,657 | $6,248+70.6% | $5,501+93.7% | $4,869+118.9% |
| Participant deferral / active EE | $5,870 | $5,550+5.8% | $4,871+20.5% | $5,287+11.0% |
| Admin fee / account holder | $47 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |