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 | $43,873 | $70,428-37.7% | $96,562-54.6% | $85,850-48.9% |
| Participation rate | 80.0% | 61.8%+18.2pp | 69.8%+10.2pp | 69.3%+10.7pp |
| Annual return | 13.86% | 18.59%-4.7pp | 37.78%-23.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,293 | $1,413-8.5% | $2,356-45.1% | $2,565-49.6% |
| Participant deferral / active EE | $2,708 | $2,894-6.4% | $3,849-29.6% | $3,952-31.5% |
| Admin fee / account holder | $177 | $4,997-96.5% | $6,181-97.1% | $6,260-97.2% |