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 | $54,294 | $90,503-40.0% | $78,689-31.0% | $273,961-80.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.27% | 75.60%-71.3pp | 62.18%-57.9pp | 41.45%-37.2pp |
| Employer contribution / active EE | $2,236 | $3,176-29.6% | $2,851-21.6% | $4,869-54.1% |
| Participant deferral / active EE | $3,120 | $3,901-20.0% | $3,517-11.3% | $5,287-41.0% |
| Admin fee / account holder | $182 | $5,263-96.5% | $4,510-96.0% | $10,132-98.2% |