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 | $65,893 | $105,630-37.6% | $87,507-24.7% | $273,961-75.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 11.91% | 12.25%-0.3pp | 12.21%-0.3pp | 41.45%-29.5pp |
| Employer contribution / active EE | $76 | $3,141-97.6% | $2,550-97.0% | $4,869-98.4% |
| Participant deferral / active EE | $2,933 | $3,601-18.5% | $3,149-6.9% | $5,287-44.5% |
| Admin fee / account holder | $193 | $4,781-96.0% | $4,221-95.4% | $10,132-98.1% |