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 | $53,056 | $46,869+13.2% | $122,332-56.6% | $70,131-24.3% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 14.84% | 24.22%-9.4pp | 30.27%-15.4pp | 73.14%-58.3pp |
| Employer contribution / active EE | $2,591 | $1,288+101.2% | $4,050-36.0% | $2,342+10.6% |
| Participant deferral / active EE | $1,895 | $2,166-12.5% | $3,287-42.3% | $3,332-43.1% |
| Admin fee / account holder | $193 | $3,322-94.2% | $5,478-96.5% | $4,645-95.8% |