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 | $32,984 | $99,341-66.8% | $84,750-61.1% | $273,961-88.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.06% | 22.93%-12.9pp | 22.78%-12.7pp | 41.45%-31.4pp |
| Employer contribution / active EE | $7,562 | $4,214+79.5% | $3,574+111.6% | $4,869+55.3% |
| Participant deferral / active EE | $5,281 | $4,269+23.7% | $3,712+42.3% | $5,287-0.1% |
| Admin fee / account holder | $98 | $6,644-98.5% | $5,332-98.2% | $10,132-99.0% |