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 | $31,085 | $65,685-52.7% | $57,179-45.6% | $273,961-88.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.08% | 21.99%-12.9pp | 14.59%-5.5pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,015 | $3,279-69.0% | $2,682-62.2% | $4,869-79.2% |
| Participant deferral / active EE | $2,983 | $3,782-21.1% | $3,096-3.7% | $5,287-43.6% |
| Admin fee / account holder | $6 | $4,835-99.9% | $3,139-99.8% | $10,132-99.9% |