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 | $31,213 | $103,949-70.0% | $69,182-54.9% | $273,961-88.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 7.23% | 35.28%-28.1pp | -21.93%+29.2pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,268 | $1,783-28.9% | $1,206+5.1% | $4,869-74.0% |
| Participant deferral / active EE | $6,216 | $2,716+128.8% | $1,897+227.7% | $5,287+17.6% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |