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 | $16,647 | $90,503-81.6% | $78,689-78.8% | $273,961-93.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.76% | 75.60%-67.8pp | 62.18%-54.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,812 | $3,176-42.9% | $2,851-36.4% | $4,869-62.8% |
| Participant deferral / active EE | $1,298 | $3,901-66.7% | $3,517-63.1% | $5,287-75.4% |
| Admin fee / account holder | $269 | $5,263-94.9% | $4,510-94.0% | $10,132-97.3% |