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 | $72,786 | $57,065+27.5% | $75,670-3.8% | $70,131+3.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 14.64% | 23.57%-8.9pp | 27.34%-12.7pp | 73.14%-58.5pp |
| Employer contribution / active EE | $2,013 | $1,817+10.8% | $2,352-14.4% | $2,342-14.0% |
| Participant deferral / active EE | $2,244 | $2,580-13.0% | $3,142-28.6% | $3,332-32.6% |
| Admin fee / account holder | $212 | $3,825-94.5% | $5,800-96.4% | $4,645-95.4% |