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 | $63,642 | $99,341-35.9% | $84,750-24.9% | $273,961-76.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.77% | 22.93%-18.2pp | 22.78%-18.0pp | 41.45%-36.7pp |
| Employer contribution / active EE | $3,990 | $4,214-5.3% | $3,574+11.6% | $4,869-18.1% |
| Participant deferral / active EE | $3,895 | $4,269-8.8% | $3,712+4.9% | $5,287-26.3% |
| Admin fee / account holder | $198 | $6,644-97.0% | $5,332-96.3% | $10,132-98.0% |