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 | $50,747 | $105,630-52.0% | $87,507-42.0% | $273,961-81.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 13.66% | 12.25%+1.4pp | 12.21%+1.4pp | 41.45%-27.8pp |
| Employer contribution / active EE | $4,842 | $3,141+54.2% | $2,550+89.9% | $4,869-0.6% |
| Participant deferral / active EE | $3,580 | $3,601-0.6% | $3,149+13.7% | $5,287-32.3% |
| Admin fee / account holder | $146 | $4,781-96.9% | $4,221-96.5% | $10,132-98.6% |