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 | $70,844 | $90,503-21.7% | $78,689-10.0% | $273,961-74.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.19% | 75.60%-68.4pp | 62.18%-55.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,666 | $3,176-47.5% | $2,851-41.6% | $4,869-65.8% |
| Participant deferral / active EE | $7,082 | $3,901+81.5% | $3,517+101.4% | $5,287+33.9% |
| Admin fee / account holder | $42 | $5,263-99.2% | $4,510-99.1% | $10,132-99.6% |