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 | $63,919 | $93,571-31.7% | $135,903-53.0% | $75,163-15.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.76% | 30.90%-11.1pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,968 | $3,537-16.1% | $4,856-38.9% | $2,670+11.2% |
| Participant deferral / active EE | $6,536 | $6,404+2.1% | $7,758-15.8% | $4,125+58.4% |
| Admin fee / account holder | $289 | $6,975-95.9% | $10,762-97.3% | $5,651-94.9% |