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 | $63,469 | $135,952-53.3% | $123,892-48.8% | $273,961-76.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.94% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,862 | $5,170-25.3% | $4,617-16.3% | $4,869-20.7% |
| Participant deferral / active EE | $10,884 | $6,343+71.6% | $5,984+81.9% | $5,287+105.8% |
| Admin fee / account holder | $208 | $9,817-97.9% | $8,357-97.5% | $10,132-97.9% |