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 | $97,341 | $153,772-36.7% | $133,980-27.3% | $273,961-64.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.78% | 36.51%-30.7pp | 29.30%-23.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $9,424 | $6,029+56.3% | $5,211+80.8% | $4,869+93.6% |
| Participant deferral / active EE | $12,163 | $6,958+74.8% | $6,282+93.6% | $5,287+130.1% |
| Admin fee / account holder | $126 | $11,765-98.9% | $9,324-98.6% | $10,132-98.8% |