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 6-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 | $13,949 | $48,795-71.4% | $65,493-78.7% | $84,808-83.6% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 15.10% | 20.20%-5.1pp | 982.45%-967.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,940 | $1,930+0.6% | $2,574-24.6% | $2,631-26.2% |
| Participant deferral / active EE | $2,632 | $2,928-10.1% | $3,961-33.6% | $4,212-37.5% |
| Admin fee / account holder | $121 | $3,877-96.9% | $5,028-97.6% | $7,344-98.4% |