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 | $78,276 | $92,222-15.1% | $76,768+2.0% | $135,375-42.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 9.49% | 5.46%+4.0pp | 2.43%+7.1pp | 519.73%-510.2pp |
| Employer contribution / active EE | $1,772 | $3,216-44.9% | $2,485-28.7% | $4,779-62.9% |
| Participant deferral / active EE | $2,354 | $4,509-47.8% | $3,852-38.9% | $5,609-58.0% |
| Admin fee / account holder | $94 | $10,748-99.1% | $6,675-98.6% | $10,827-99.1% |