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 | $52,793 | $135,952-61.2% | $123,892-57.4% | $273,961-80.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.17% | 56.63%-48.5pp | 47.52%-39.3pp | 41.45%-33.3pp |
| Employer contribution / active EE | $5,278 | $5,170+2.1% | $4,617+14.3% | $4,869+8.4% |
| Participant deferral / active EE | $8,446 | $6,343+33.2% | $5,984+41.1% | $5,287+59.8% |
| Admin fee / account holder | $12 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |