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 | $82,356 | $57,016+44.4% | $84,966-3.1% | $80,856+1.9% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 15.64% | 21.66%-6.0pp | 66.38%-50.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,237 | $1,798-31.2% | $2,727-54.6% | $2,755-55.1% |
| Participant deferral / active EE | $2,735 | $3,110-12.1% | $4,519-39.5% | $4,296-36.3% |
| Admin fee / account holder | $18 | $4,980-99.6% | $6,149-99.7% | $6,918-99.7% |