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 | $62,273 | $83,477-25.4% | $125,175-50.3% | $72,985-14.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 26.42% | 25.78%+0.6pp | 43.79%-17.4pp | 81.00%-54.6pp |
| Employer contribution / active EE | $2,924 | $2,345+24.7% | $3,865-24.4% | $2,440+19.8% |
| Participant deferral / active EE | $2,977 | $3,585-17.0% | $4,937-39.7% | $3,607-17.5% |
| Admin fee / account holder | $248 | $5,517-95.5% | $9,702-97.4% | $5,124-95.2% |