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 9-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 | $74,939 | $135,952-44.9% | $123,892-39.5% | $273,961-72.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.82% | 56.63%-50.8pp | 47.52%-41.7pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,086 | $5,170-79.0% | $4,617-76.5% | $4,869-77.7% |
| Participant deferral / active EE | $2,994 | $6,343-52.8% | $5,984-50.0% | $5,287-43.4% |
| Admin fee / account holder | $281 | $9,817-97.1% | $8,357-96.6% | $10,132-97.2% |