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 | $94,244 | $93,071+1.3% | $74,583+26.4% | $273,961-65.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 10.54% | 26.18%-15.6pp | 20.47%-9.9pp | 41.45%-30.9pp |
| Employer contribution / active EE | $140 | $3,160-95.6% | $2,525-94.5% | $4,869-97.1% |
| Participant deferral / active EE | $6,184 | $4,160+48.7% | $3,458+78.8% | $5,287+17.0% |
| Admin fee / account holder | $47 | $5,272-99.1% | $4,138-98.9% | $10,132-99.5% |