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 | $17,399 | $93,071-81.3% | $74,583-76.7% | $273,961-93.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 11.37% | 26.18%-14.8pp | 20.47%-9.1pp | 41.45%-30.1pp |
| Employer contribution / active EE | $2,607 | $3,160-17.5% | $2,525+3.3% | $4,869-46.4% |
| Participant deferral / active EE | $4,405 | $4,160+5.9% | $3,458+27.4% | $5,287-16.7% |
| Admin fee / account holder | $21 | $5,272-99.6% | $4,138-99.5% | $10,132-99.8% |