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 | $108,825-41.6% | $156,181-59.3% | $82,448-22.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 18.10% | 20.59%-2.5pp | 64.87%-46.8pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,984 | $2,870+4.0% | $4,294-30.5% | $2,551+17.0% |
| Participant deferral / active EE | $9,127 | $4,577+99.4% | $6,132+48.8% | $4,139+120.5% |
| Admin fee / account holder | $194 | $9,341-97.9% | $14,586-98.7% | $7,234-97.3% |