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 | $41,495 | $99,341-58.2% | $84,750-51.0% | $273,961-84.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.09% | 22.93%-15.8pp | 22.78%-15.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,022 | $4,214-52.0% | $3,574-43.4% | $4,869-58.5% |
| Participant deferral / active EE | $4,587 | $4,269+7.4% | $3,712+23.6% | $5,287-13.2% |
| Admin fee / account holder | $1 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |