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 | $23,685 | $88,583-73.3% | $88,497-73.2% | $273,961-91.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 6.62% | 5.68%+0.9pp | 7.63%-1.0pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,994 | $4,502-55.7% | $4,036-50.6% | $4,869-59.0% |
| Participant deferral / active EE | $2,447 | $4,891-50.0% | $4,899-50.1% | $5,287-53.7% |
| Admin fee / account holder | $33 | $8,980-99.6% | $6,220-99.5% | $10,132-99.7% |