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 | $81,213 | $106,749-23.9% | $145,433-44.2% | $82,448-1.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.51% | 27.59%-8.1pp | 66.58%-47.1pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,622 | $3,444-52.9% | $4,554-64.4% | $2,551-36.4% |
| Participant deferral / active EE | $3,433 | $6,519-47.3% | $7,897-56.5% | $4,139-17.1% |
| Admin fee / account holder | $192 | $8,390-97.7% | $13,129-98.5% | $7,234-97.3% |