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 | $17,523 | $90,503-80.6% | $78,689-77.7% | $273,961-93.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 14.45% | 75.60%-61.2pp | 62.18%-47.7pp | 41.45%-27.0pp |
| Employer contribution / active EE | $3,523 | $3,176+10.9% | $2,851+23.6% | $4,869-27.6% |
| Participant deferral / active EE | $7,825 | $3,901+100.6% | $3,517+122.5% | $5,287+48.0% |
| Admin fee / account holder | $30 | $5,263-99.4% | $4,510-99.3% | $10,132-99.7% |