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 | $36,696 | $215,361-83.0% | $171,082-78.6% | $273,961-86.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.87% | 25.14%-18.3pp | 32.56%-25.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $4,430 | $4,967-10.8% | $4,002+10.7% | $4,869-9.0% |
| Participant deferral / active EE | $9,458 | $5,543+70.6% | $4,797+97.1% | $5,287+78.9% |
| Admin fee / account holder | $29 | $10,846-99.7% | $8,520-99.7% | $10,132-99.7% |