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 | $25,252 | $49,280-48.8% | $67,313-62.5% | $64,186-60.7% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 7.37% | -1.39%+8.8pp | -4.08%+11.5pp | 7.63%-0.3pp |
| Employer contribution / active EE | $7,257 | $1,668+334.9% | $2,566+182.8% | $2,381+204.8% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,863-100.0% | $4,507-100.0% | $4,888-100.0% |