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 | $33,826 | $76,367-55.7% | $93,606-63.9% | $72,985-53.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 23.10% | 25.82%-2.7pp | 32.76%-9.7pp | 81.00%-57.9pp |
| Employer contribution / active EE | $2,722 | $2,275+19.6% | $2,718+0.1% | $2,440+11.5% |
| Participant deferral / active EE | $2,155 | $3,538-39.1% | $4,069-47.0% | $3,607-40.3% |
| Admin fee / account holder | $154 | $6,838-97.7% | $7,888-98.0% | $5,124-97.0% |