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 | $24,940 | $96,557-74.2% | $80,975-69.2% | $273,961-90.9% |
| Participation rate | 70.0% | 79.1%-9.1pp | 75.8%-5.8pp | 83.0%-13.0pp |
| Annual return | 15.37% | 15.14%+0.2pp | 17.10%-1.7pp | 41.45%-26.1pp |
| Employer contribution / active EE | $2,077 | $4,868-57.3% | $3,714-44.1% | $4,869-57.3% |
| Participant deferral / active EE | $7,099 | $6,598+7.6% | $5,696+24.6% | $5,287+34.3% |
| Admin fee / account holder | $7 | $7,492-99.9% | $5,516-99.9% | $10,132-99.9% |