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 | $47,869 | $96,557-50.4% | $80,975-40.9% | $273,961-82.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.31% | 15.14%-6.8pp | 17.10%-8.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $4,305 | $4,868-11.6% | $3,714+15.9% | $4,869-11.6% |
| Participant deferral / active EE | $8,198 | $6,598+24.3% | $5,696+43.9% | $5,287+55.1% |
| Admin fee / account holder | $116 | $7,492-98.5% | $5,516-97.9% | $10,132-98.9% |