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 | $97,511 | $88,707+9.9% | $74,183+31.4% | $273,961-64.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.90% | 11.94%-4.0pp | 17.74%-9.8pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,307 | $3,159-58.6% | $2,370-44.9% | $4,869-73.2% |
| Participant deferral / active EE | $4,960 | $4,212+17.8% | $3,550+39.7% | $5,287-6.2% |
| Admin fee / account holder | $17 | $8,717-99.8% | $5,586-99.7% | $10,132-99.8% |