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 | $17,349 | $54,762-68.3% | $90,281-80.8% | $72,985-76.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 16.78% | 30.63%-13.8pp | 78.10%-61.3pp | 81.00%-64.2pp |
| Employer contribution / active EE | $4,606 | $2,092+120.1% | $2,854+61.4% | $2,440+88.8% |
| Participant deferral / active EE | $966 | $2,887-66.5% | $3,885-75.1% | $3,607-73.2% |
| Admin fee / account holder | $64 | $3,972-98.4% | $5,351-98.8% | $5,124-98.7% |