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 | $27,323 | $136,307-80.0% | $106,619-74.4% | $273,961-90.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.43% | 11.05%-3.6pp | 9.42%-2.0pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,411 | $5,190-53.5% | $3,947-38.9% | $4,869-50.5% |
| Participant deferral / active EE | $7,539 | $4,969+51.7% | $3,930+91.8% | $5,287+42.6% |
| Admin fee / account holder | $9 | $8,625-99.9% | $6,418-99.9% | $10,132-99.9% |