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 | $46,987 | $90,503-48.1% | $78,689-40.3% | $273,961-82.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.90% | 75.60%-72.7pp | 62.18%-59.3pp | 41.45%-38.5pp |
| Employer contribution / active EE | $2,815 | $3,176-11.4% | $2,851-1.2% | $4,869-42.2% |
| Participant deferral / active EE | $7,632 | $3,901+95.6% | $3,517+117.0% | $5,287+44.4% |
| Admin fee / account holder | $295 | $5,263-94.4% | $4,510-93.5% | $10,132-97.1% |