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 | $60,761 | $127,065-52.2% | $113,168-46.3% | $142,382-57.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.88% | 24.03%-12.2pp | 24.27%-12.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,598 | $3,442-53.6% | $2,975-46.3% | $4,299-62.8% |
| Participant deferral / active EE | $2,225 | $5,716-61.1% | $5,107-56.4% | $6,507-65.8% |
| Admin fee / account holder | $237 | $15,736-98.5% | $12,068-98.0% | $12,624-98.1% |