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 | $59,657 | $90,503-34.1% | $78,689-24.2% | $273,961-78.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 17.52% | 75.60%-58.1pp | 62.18%-44.7pp | 41.45%-23.9pp |
| Employer contribution / active EE | $2,530 | $3,176-20.3% | $2,851-11.3% | $4,869-48.0% |
| Participant deferral / active EE | $5,791 | $3,901+48.4% | $3,517+64.7% | $5,287+9.5% |
| Admin fee / account holder | $140 | $5,263-97.3% | $4,510-96.9% | $10,132-98.6% |