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 | $83,614 | $105,630-20.8% | $87,507-4.4% | $273,961-69.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 8.08% | 12.25%-4.2pp | 12.21%-4.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,040 | $3,141-35.0% | $2,550-20.0% | $4,869-58.1% |
| Participant deferral / active EE | $2,214 | $3,601-38.5% | $3,149-29.7% | $5,287-58.1% |
| Admin fee / account holder | $69 | $4,781-98.6% | $4,221-98.4% | $10,132-99.3% |