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 | $46,270 | $135,952-66.0% | $123,892-62.7% | $273,961-83.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.03% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $5,731 | $5,170+10.9% | $4,617+24.1% | $4,869+17.7% |
| Participant deferral / active EE | $6,803 | $6,343+7.3% | $5,984+13.7% | $5,287+28.7% |
| Admin fee / account holder | $123 | $9,817-98.7% | $8,357-98.5% | $10,132-98.8% |