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 | $124,027 | $181,894-31.8% | $156,549-20.8% | $273,961-54.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.15% | 30.74%-16.6pp | 32.23%-18.1pp | 41.45%-27.3pp |
| Employer contribution / active EE | $8,242 | $6,248+31.9% | $5,501+49.8% | $4,869+69.3% |
| Participant deferral / active EE | $12,988 | $5,550+134.0% | $4,871+166.6% | $5,287+145.7% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |