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 | $23,277 | $96,557-75.9% | $80,975-71.3% | $273,961-91.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 13.47% | 15.14%-1.7pp | 17.10%-3.6pp | 41.45%-28.0pp |
| Employer contribution / active EE | $2,923 | $4,868-40.0% | $3,714-21.3% | $4,869-40.0% |
| Participant deferral / active EE | $4,525 | $6,598-31.4% | $5,696-20.6% | $5,287-14.4% |
| Admin fee / account holder | $123 | $7,492-98.4% | $5,516-97.8% | $10,132-98.8% |