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 | $25,146 | $90,503-72.2% | $78,689-68.0% | $273,961-90.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.84% | 75.60%-67.8pp | 62.18%-54.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $3,026 | $3,176-4.7% | $2,851+6.2% | $4,869-37.8% |
| Participant deferral / active EE | $7,831 | $3,901+100.7% | $3,517+122.7% | $5,287+48.1% |
| Admin fee / account holder | $148 | $5,263-97.2% | $4,510-96.7% | $10,132-98.5% |