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 | $19,978 | $103,949-80.8% | $69,182-71.1% | $273,961-92.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 5.26% | 35.28%-30.0pp | -21.93%+27.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,355 | $1,783-24.0% | $1,206+12.4% | $4,869-72.2% |
| Participant deferral / active EE | $1,892 | $2,716-30.4% | $1,897-0.3% | $5,287-64.2% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |