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 8-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 | $68,955 | $96,557-28.6% | $80,975-14.8% | $273,961-74.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.44% | 15.14%-11.7pp | 17.10%-13.7pp | 41.45%-38.0pp |
| Employer contribution / active EE | $2,470 | $4,868-49.3% | $3,714-33.5% | $4,869-49.3% |
| Participant deferral / active EE | $2,888 | $6,598-56.2% | $5,696-49.3% | $5,287-45.4% |
| Admin fee / account holder | $75 | $7,492-99.0% | $5,516-98.6% | $10,132-99.3% |