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 | $24,357 | $49,227-50.5% | $70,449-65.4% | $79,858-69.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 21.63% | 30.06%-8.4pp | 109.03%-87.4pp | 31.71%-10.1pp |
| Employer contribution / active EE | $3,077 | $2,099+46.6% | $2,737+12.4% | $2,471+24.5% |
| Participant deferral / active EE | $2,657 | $2,768-4.0% | $3,709-28.4% | $3,740-29.0% |
| Admin fee / account holder | $74 | $2,878-97.4% | $3,845-98.1% | $5,306-98.6% |