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 | $37,797 | $76,552-50.6% | $123,892-69.5% | $62,891-39.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 13.02% | 18.68%-5.7pp | 47.52%-34.5pp | 20.14%-7.1pp |
| Employer contribution / active EE | $3,117 | $2,883+8.1% | $4,617-32.5% | $2,281+36.7% |
| Participant deferral / active EE | $3,071 | $4,840-36.6% | $5,984-48.7% | $3,203-4.1% |
| Admin fee / account holder | $56 | $4,826-98.8% | $8,357-99.3% | $4,296-98.7% |