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 | $96,124 | $81,460+18.0% | $103,333-7.0% | $80,856+18.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.79% | 25.55%-13.8pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,607 | $3,105-16.0% | $3,868-32.6% | $2,755-5.4% |
| Participant deferral / active EE | $2,640 | $3,869-31.7% | $5,057-47.8% | $4,296-38.5% |
| Admin fee / account holder | $85 | $6,566-98.7% | $8,355-99.0% | $6,918-98.8% |