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 | $55,312 | $91,552-39.6% | $133,956-58.7% | $79,858-30.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.00% | 61.85%-45.8pp | 45.09%-29.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,879 | $2,384-21.2% | $3,919-52.0% | $2,471-23.9% |
| Participant deferral / active EE | $3,670 | $3,733-1.7% | $5,048-27.3% | $3,740-1.9% |
| Admin fee / account holder | $89 | $6,321-98.6% | $8,927-99.0% | $5,306-98.3% |