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 | $25,809 | $99,341-74.0% | $84,750-69.5% | $273,961-90.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 14.04% | 22.93%-8.9pp | 22.78%-8.7pp | 41.45%-27.4pp |
| Employer contribution / active EE | $2,578 | $4,214-38.8% | $3,574-27.9% | $4,869-47.1% |
| Participant deferral / active EE | $11,847 | $4,269+177.5% | $3,712+219.2% | $5,287+124.1% |
| Admin fee / account holder | $24 | $6,644-99.6% | $5,332-99.5% | $10,132-99.8% |