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 | $27,571 | $99,341-72.2% | $84,750-67.5% | $273,961-89.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.79% | 22.93%-12.1pp | 22.78%-12.0pp | 41.45%-30.7pp |
| Employer contribution / active EE | $1,773 | $4,214-57.9% | $3,574-50.4% | $4,869-63.6% |
| Participant deferral / active EE | $5,673 | $4,269+32.9% | $3,712+52.9% | $5,287+7.3% |
| Admin fee / account holder | $72 | $6,644-98.9% | $5,332-98.6% | $10,132-99.3% |