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 | $80,488 | $96,557-16.6% | $80,975-0.6% | $273,961-70.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.72% | 15.14%-9.4pp | 17.10%-11.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,775 | $4,868-63.5% | $3,714-52.2% | $4,869-63.5% |
| Participant deferral / active EE | $2,211 | $6,598-66.5% | $5,696-61.2% | $5,287-58.2% |
| Admin fee / account holder | $251 | $7,492-96.6% | $5,516-95.4% | $10,132-97.5% |