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 | $62,222 | $93,071-33.1% | $74,583-16.6% | $273,961-77.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.23% | 26.18%-16.9pp | 20.47%-11.2pp | 41.45%-32.2pp |
| Employer contribution / active EE | $2,172 | $3,160-31.3% | $2,525-14.0% | $4,869-55.4% |
| Participant deferral / active EE | $7,418 | $4,160+78.3% | $3,458+114.5% | $5,287+40.3% |
| Admin fee / account holder | $236 | $5,272-95.5% | $4,138-94.3% | $10,132-97.7% |