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 | $65,675 | $112,881-41.8% | $90,951-27.8% | $158,922-58.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 6.78% | 215.79%-209.0pp | 134.60%-127.8pp | 302.83%-296.0pp |
| Employer contribution / active EE | $886 | $2,893-69.4% | $2,122-58.3% | $4,761-81.4% |
| Participant deferral / active EE | $5,710 | $4,128+38.3% | $3,373+69.3% | $5,982-4.6% |
| Admin fee / account holder | $168 | $8,041-97.9% | $5,959-97.2% | $11,246-98.5% |