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 | $16,132 | $101,069-84.0% | $81,478-80.2% | $147,584-89.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.93% | 32.40%-16.5pp | 38.78%-22.8pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,011 | $3,205-37.2% | $2,568-21.7% | $4,876-58.8% |
| Participant deferral / active EE | $3,626 | $4,242-14.5% | $3,537+2.5% | $5,439-33.3% |
| Admin fee / account holder | $107 | $5,812-98.2% | $4,561-97.7% | $10,885-99.0% |