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 | $69,991 | $104,251-32.9% | $91,001-23.1% | $147,584-52.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.18% | 27.06%-11.9pp | 4.60%+10.6pp | 578.55%-563.4pp |
| Employer contribution / active EE | $651 | $3,116-79.1% | $2,456-73.5% | $4,876-86.6% |
| Participant deferral / active EE | $5,506 | $4,195+31.2% | $3,547+55.2% | $5,439+1.2% |
| Admin fee / account holder | $73 | $8,948-99.2% | $5,417-98.6% | $10,885-99.3% |