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 | $61,816 | $96,557-36.0% | $80,975-23.7% | $273,961-77.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.00% | 15.14%-11.1pp | 17.10%-13.1pp | 41.45%-37.5pp |
| Employer contribution / active EE | $9,167 | $4,868+88.3% | $3,714+146.8% | $4,869+88.3% |
| Participant deferral / active EE | $2,634 | $6,598-60.1% | $5,696-53.8% | $5,287-50.2% |
| Admin fee / account holder | $70 | $7,492-99.1% | $5,516-98.7% | $10,132-99.3% |