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 | $25,973 | $136,307-80.9% | $106,619-75.6% | $273,961-90.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 10.41% | 11.05%-0.6pp | 9.42%+1.0pp | 41.45%-31.0pp |
| Employer contribution / active EE | $2,178 | $5,190-58.0% | $3,947-44.8% | $4,869-55.3% |
| Participant deferral / active EE | $8,221 | $4,969+65.4% | $3,930+109.2% | $5,287+55.5% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |