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 6-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 | $34,611 | $88,707-61.0% | $74,183-53.3% | $273,961-87.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.14% | 11.94%-1.8pp | 17.74%-7.6pp | 41.45%-31.3pp |
| Employer contribution / active EE | $2,399 | $3,159-24.1% | $2,370+1.2% | $4,869-50.7% |
| Participant deferral / active EE | $6,600 | $4,212+56.7% | $3,550+85.9% | $5,287+24.8% |
| Admin fee / account holder | $259 | $8,717-97.0% | $5,586-95.4% | $10,132-97.4% |