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 | $32,609 | $67,411-51.6% | $91,001-64.2% | $70,131-53.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 33.60% | -40.16%+73.8pp | 4.60%+29.0pp | 73.14%-39.5pp |
| Employer contribution / active EE | $2,026 | $1,786+13.5% | $2,456-17.5% | $2,342-13.5% |
| Participant deferral / active EE | $1,616 | $2,823-42.7% | $3,547-54.4% | $3,332-51.5% |
| Admin fee / account holder | $112 | $4,236-97.4% | $5,417-97.9% | $4,645-97.6% |