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 | $64,882 | $93,071-30.3% | $74,583-13.0% | $273,961-76.3% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,333 | $3,160-26.2% | $2,525-7.6% | $4,869-52.1% |
| Participant deferral / active EE | $3,454 | $4,160-17.0% | $3,458-0.1% | $5,287-34.7% |
| Admin fee / account holder | $157 | $5,272-97.0% | $4,138-96.2% | $10,132-98.5% |