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 | $70,513 | $96,557-27.0% | $80,975-12.9% | $273,961-74.3% |
| Participation rate | 87.5% | 79.1%+8.4pp | 75.8%+11.7pp | 83.0%+4.5pp |
| Annual return | 6.75% | 15.14%-8.4pp | 17.10%-10.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,349 | $4,868-51.8% | $3,714-36.8% | $4,869-51.8% |
| Participant deferral / active EE | $4,557 | $6,598-30.9% | $5,696-20.0% | $5,287-13.8% |
| Admin fee / account holder | $11 | $7,492-99.9% | $5,516-99.8% | $10,132-99.9% |