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 | $33,692 | $93,071-63.8% | $74,583-54.8% | $273,961-87.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.14% | 26.18%-18.0pp | 20.47%-12.3pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,610 | $3,160-17.4% | $2,525+3.4% | $4,869-46.4% |
| Participant deferral / active EE | $4,662 | $4,160+12.1% | $3,458+34.8% | $5,287-11.8% |
| Admin fee / account holder | $7 | $5,272-99.9% | $4,138-99.8% | $10,132-99.9% |