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 | $69,680 | $99,341-29.9% | $84,750-17.8% | $273,961-74.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.81% | 22.93%-15.1pp | 22.78%-15.0pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,113 | $4,214-49.8% | $3,574-40.9% | $4,869-56.6% |
| Participant deferral / active EE | $2,642 | $4,269-38.1% | $3,712-28.8% | $5,287-50.0% |
| Admin fee / account holder | $79 | $6,644-98.8% | $5,332-98.5% | $10,132-99.2% |