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 | $24,096 | $56,897-57.6% | $84,750-71.6% | $62,891-61.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.56% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,778 | $2,400+15.7% | $3,574-22.3% | $2,281+21.8% |
| Participant deferral / active EE | $3,811 | $2,709+40.7% | $3,712+2.7% | $3,203+19.0% |
| Admin fee / account holder | $137 | $3,581-96.2% | $5,332-97.4% | $4,296-96.8% |