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 | $24,884 | $55,706-55.3% | $75,886-67.2% | $72,985-65.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 18.69% | 27.59%-8.9pp | 30.76%-12.1pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,151 | $1,687-31.7% | $2,500-54.0% | $2,440-52.8% |
| Participant deferral / active EE | $2,534 | $2,634-3.8% | $3,603-29.7% | $3,607-29.8% |
| Admin fee / account holder | $265 | $3,978-93.3% | $5,418-95.1% | $5,124-94.8% |