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 | $15,004 | $90,503-83.4% | $78,689-80.9% | $273,961-94.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 35.03% | 75.60%-40.6pp | 62.18%-27.1pp | 41.45%-6.4pp |
| Employer contribution / active EE | $4,744 | $3,176+49.4% | $2,851+66.4% | $4,869-2.6% |
| Participant deferral / active EE | $6,904 | $3,901+77.0% | $3,517+96.3% | $5,287+30.6% |
| Admin fee / account holder | $7 | $5,263-99.9% | $4,510-99.9% | $10,132-99.9% |