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 | $63,606 | $109,413-41.9% | $156,263-59.3% | $84,808-25.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 18.10% | 20.18%-2.1pp | 59.47%-41.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,984 | $2,907+2.7% | $4,333-31.1% | $2,631+13.4% |
| Participant deferral / active EE | $9,127 | $4,590+98.9% | $6,158+48.2% | $4,212+116.7% |
| Admin fee / account holder | $194 | $9,357-97.9% | $14,255-98.6% | $7,344-97.4% |