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 | $71,951 | $104,251-31.0% | $91,001-20.9% | $147,584-51.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.82% | 27.06%-11.2pp | 4.60%+11.2pp | 578.55%-562.7pp |
| Employer contribution / active EE | $2,574 | $3,116-17.4% | $2,456+4.8% | $4,876-47.2% |
| Participant deferral / active EE | $2,346 | $4,195-44.1% | $3,547-33.9% | $5,439-56.9% |
| Admin fee / account holder | $118 | $8,948-98.7% | $5,417-97.8% | $10,885-98.9% |