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 | $58,470 | $86,699-32.6% | $73,307-20.2% | $125,391-53.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 2.88% | 2.78%+0.1pp | 5.67%-2.8pp | 282.22%-279.3pp |
| Employer contribution / active EE | $2,218 | $4,152-46.6% | $3,237-31.5% | $4,866-54.4% |
| Participant deferral / active EE | $5,236 | $5,550-5.7% | $4,991+4.9% | $5,352-2.2% |
| Admin fee / account holder | $241 | $7,771-96.9% | $5,637-95.7% | $9,540-97.5% |