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 | $41,834 | $153,772-72.8% | $133,980-68.8% | $273,961-84.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.48% | 36.51%-29.0pp | 29.30%-21.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $5,970 | $6,029-1.0% | $5,211+14.6% | $4,869+22.6% |
| Participant deferral / active EE | $2,667 | $6,958-61.7% | $6,282-57.5% | $5,287-49.6% |
| Admin fee / account holder | $209 | $11,765-98.2% | $9,324-97.8% | $10,132-97.9% |