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 | $31,446 | $153,311-79.5% | $109,313-71.2% | $273,961-88.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.66% | 29.86%-21.2pp | 22.07%-13.4pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,549 | $5,619-72.4% | $3,892-60.2% | $4,869-68.2% |
| Participant deferral / active EE | $3,969 | $3,932+0.9% | $3,166+25.3% | $5,287-24.9% |
| Admin fee / account holder | $88 | $8,076-98.9% | $5,666-98.5% | $10,132-99.1% |