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 | $18,559 | $35,183-47.2% | $73,545-74.8% | $70,131-73.5% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 13.92% | 26.90%-13.0pp | -15.16%+29.1pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,293 | $709+82.4% | $1,219+6.0% | $2,342-44.8% |
| Participant deferral / active EE | $3,026 | $1,220+148.0% | $1,806+67.5% | $3,332-9.2% |
| Admin fee / account holder | $225 | $2,302-90.2% | $2,320-90.3% | $4,645-95.2% |