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 | $54,157 | $81,233-33.3% | $155,567-65.2% | $80,874-33.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.25% | 33.33%-20.1pp | 64.74%-51.5pp | 35.62%-22.4pp |
| Employer contribution / active EE | $2,485 | $3,101-19.8% | $4,674-46.8% | $2,756-9.8% |
| Participant deferral / active EE | $1,645 | $3,452-52.4% | $5,628-70.8% | $4,297-61.7% |
| Admin fee / account holder | $283 | $7,998-96.5% | $15,916-98.2% | $6,935-95.9% |