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 | $83,347 | $105,630-21.1% | $87,507-4.8% | $273,961-69.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 4.73% | 12.25%-7.5pp | 12.21%-7.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,915 | $3,141-39.0% | $2,550-24.9% | $4,869-60.7% |
| Participant deferral / active EE | $4,032 | $3,601+12.0% | $3,149+28.1% | $5,287-23.7% |
| Admin fee / account holder | $7 | $4,781-99.8% | $4,221-99.8% | $10,132-99.9% |