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 | $27,230 | $61,660-55.8% | $80,019-66.0% | $64,186-57.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -7.08% | -0.33%-6.8pp | 11.22%-18.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,763 | $1,810+52.6% | $2,468+12.0% | $2,381+16.1% |
| Participant deferral / active EE | $2,343 | $2,968-21.1% | $3,686-36.4% | $3,470-32.5% |
| Admin fee / account holder | $239 | $5,417-95.6% | $6,521-96.3% | $4,888-95.1% |