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 | $14,677 | $91,190-83.9% | $178,490-91.8% | $79,858-81.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.01% | 24.19%-13.2pp | 151.07%-140.1pp | 31.71%-20.7pp |
| Employer contribution / active EE | $2,454 | $3,256-24.6% | $5,011-51.0% | $2,471-0.7% |
| Participant deferral / active EE | $897 | $3,236-72.3% | $5,202-82.8% | $3,740-76.0% |
| Admin fee / account holder | $108 | $6,751-98.4% | $13,984-99.2% | $5,306-98.0% |