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 | $25,551 | $58,208-56.1% | $81,812-68.8% | $80,856-68.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 15.38% | 41.66%-26.3pp | 773.79%-758.4pp | 35.59%-20.2pp |
| Employer contribution / active EE | $855 | $2,340-63.5% | $2,912-70.7% | $2,755-69.0% |
| Participant deferral / active EE | $2,326 | $3,281-29.1% | $4,319-46.1% | $4,296-45.9% |
| Admin fee / account holder | $216 | $4,981-95.7% | $7,386-97.1% | $6,918-96.9% |