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 | $73,398 | $131,829-44.3% | $108,579-32.4% | $273,961-73.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.90% | -91.57%+98.5pp | -51.70%+58.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $3,397 | $4,912-30.9% | $3,758-9.6% | $4,869-30.2% |
| Participant deferral / active EE | $4,302 | $5,127-16.1% | $4,311-0.2% | $5,287-18.6% |
| Admin fee / account holder | $84 | $10,252-99.2% | $7,645-98.9% | $10,132-99.2% |