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 | $65,342 | $96,956-32.6% | $70,014-6.7% | $273,961-76.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 4.17% | 12.93%-8.8pp | 12.99%-8.8pp | 41.45%-37.3pp |
| Employer contribution / active EE | $19,826 | $3,316+497.9% | $2,338+747.9% | $4,869+307.2% |
| Participant deferral / active EE | $5,340 | $3,744+42.6% | $2,931+82.2% | $5,287+1.0% |
| Admin fee / account holder | $58 | $7,934-99.3% | $4,380-98.7% | $10,132-99.4% |