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 | $111,008 | $153,311-27.6% | $109,313+1.6% | $273,961-59.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.60% | 29.86%-23.3pp | 22.07%-15.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $8,582 | $5,619+52.7% | $3,892+120.5% | $4,869+76.3% |
| Participant deferral / active EE | $6,716 | $3,932+70.8% | $3,166+112.1% | $5,287+27.0% |
| Admin fee / account holder | $28 | $8,076-99.6% | $5,666-99.5% | $10,132-99.7% |