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 | $92,361 | $90,503+2.1% | $78,689+17.4% | $273,961-66.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.41% | 75.60%-73.2pp | 62.18%-59.8pp | 41.45%-39.0pp |
| Employer contribution / active EE | $910 | $3,176-71.3% | $2,851-68.1% | $4,869-81.3% |
| Participant deferral / active EE | $1,989 | $3,901-49.0% | $3,517-43.4% | $5,287-62.4% |
| Admin fee / account holder | $9 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |