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 | $25,990 | $76,552-66.0% | $123,892-79.0% | $62,891-58.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.94% | 18.68%-9.7pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $5,596 | $2,883+94.1% | $4,617+21.2% | $2,281+145.3% |
| Participant deferral / active EE | $4,253 | $4,840-12.1% | $5,984-28.9% | $3,203+32.8% |
| Admin fee / account holder | $295 | $4,826-93.9% | $8,357-96.5% | $4,296-93.1% |