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 | $64,679 | $91,037-29.0% | $71,671-9.8% | $147,584-56.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 12.22% | 20.48%-8.3pp | 20.65%-8.4pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,324 | $3,327-30.1% | $2,460-5.5% | $4,876-52.3% |
| Participant deferral / active EE | $3,245 | $4,498-27.9% | $3,438-5.6% | $5,439-40.3% |
| Admin fee / account holder | $133 | $8,613-98.5% | $5,558-97.6% | $10,885-98.8% |