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 | $28,903 | $88,707-67.4% | $74,183-61.0% | $273,961-89.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.44% | 11.94%-4.5pp | 17.74%-10.3pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,955 | $3,159-38.1% | $2,370-17.5% | $4,869-59.8% |
| Participant deferral / active EE | $3,375 | $4,212-19.9% | $3,550-4.9% | $5,287-36.2% |
| Admin fee / account holder | $20 | $8,717-99.8% | $5,586-99.6% | $10,132-99.8% |