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 | $74,813 | $117,381-36.3% | $99,443-24.8% | $152,861-51.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 11.82% | 31.87%-20.0pp | 30.72%-18.9pp | 345.32%-333.5pp |
| Employer contribution / active EE | $2,163 | $3,013-28.2% | $2,540-14.8% | $4,762-54.6% |
| Participant deferral / active EE | $3,320 | $4,086-18.7% | $3,619-8.3% | $5,850-43.2% |
| Admin fee / account holder | $133 | $7,631-98.3% | $6,250-97.9% | $11,596-98.8% |