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 | $20,341 | $90,503-77.5% | $78,689-74.2% | $273,961-92.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.63% | 75.60%-67.0pp | 62.18%-53.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,463 | $3,176-53.9% | $2,851-48.7% | $4,869-70.0% |
| Participant deferral / active EE | $3,604 | $3,901-7.6% | $3,517+2.5% | $5,287-31.8% |
| Admin fee / account holder | $19 | $5,263-99.6% | $4,510-99.6% | $10,132-99.8% |