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 | $55,074 | $105,630-47.9% | $87,507-37.1% | $273,961-79.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 8.93% | 12.25%-3.3pp | 12.21%-3.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $8,662 | $3,141+175.8% | $2,550+239.7% | $4,869+77.9% |
| Participant deferral / active EE | $5,178 | $3,601+43.8% | $3,149+64.5% | $5,287-2.1% |
| Admin fee / account holder | $299 | $4,781-93.7% | $4,221-92.9% | $10,132-97.0% |