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 | $32,046 | $90,503-64.6% | $78,689-59.3% | $273,961-88.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.14% | 75.60%-69.5pp | 62.18%-56.0pp | 41.45%-35.3pp |
| Employer contribution / active EE | $3,130 | $3,176-1.5% | $2,851+9.8% | $4,869-35.7% |
| Participant deferral / active EE | $4,875 | $3,901+24.9% | $3,517+38.6% | $5,287-7.8% |
| Admin fee / account holder | $61 | $5,263-98.8% | $4,510-98.7% | $10,132-99.4% |