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 | $58,961 | $90,503-34.9% | $78,689-25.1% | $273,961-78.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.63% | 75.60%-71.0pp | 62.18%-57.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $2,971 | $3,176-6.4% | $2,851+4.2% | $4,869-39.0% |
| Participant deferral / active EE | $5,258 | $3,901+34.8% | $3,517+49.5% | $5,287-0.5% |
| Admin fee / account holder | $38 | $5,263-99.3% | $4,510-99.2% | $10,132-99.6% |