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 | $26,314 | $65,685-59.9% | $57,179-54.0% | $273,961-90.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 15.82% | 21.99%-6.2pp | 14.59%+1.2pp | 41.45%-25.6pp |
| Employer contribution / active EE | $2,313 | $3,279-29.5% | $2,682-13.8% | $4,869-52.5% |
| Participant deferral / active EE | $6,643 | $3,782+75.7% | $3,096+114.6% | $5,287+25.6% |
| Admin fee / account holder | $273 | $4,835-94.4% | $3,139-91.3% | $10,132-97.3% |