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 6-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 | $86,589 | $106,749-18.9% | $145,433-40.5% | $82,448+5.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 29.82% | 27.59%+2.2pp | 66.58%-36.8pp | 41.64%-11.8pp |
| Employer contribution / active EE | $2,624 | $3,444-23.8% | $4,554-42.4% | $2,551+2.9% |
| Participant deferral / active EE | $6,560 | $6,519+0.6% | $7,897-16.9% | $4,139+58.5% |
| Admin fee / account holder | $295 | $8,390-96.5% | $13,129-97.8% | $7,234-95.9% |