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 | $21,758 | $93,346-76.7% | $71,796-69.7% | $273,961-92.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.98% | 130.39%-124.4pp | 78.04%-72.1pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,856 | $2,733+4.5% | $1,924+48.4% | $4,869-41.3% |
| Participant deferral / active EE | $4,417 | $3,475+27.1% | $2,794+58.1% | $5,287-16.5% |
| Admin fee / account holder | $23 | $6,571-99.6% | $4,815-99.5% | $10,132-99.8% |