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 | $26,217 | $103,949-74.8% | $69,182-62.1% | $273,961-90.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 10.04% | 35.28%-25.2pp | -21.93%+32.0pp | 41.45%-31.4pp |
| Employer contribution / active EE | $984 | $1,783-44.8% | $1,206-18.4% | $4,869-79.8% |
| Participant deferral / active EE | $5,956 | $2,716+119.3% | $1,897+214.0% | $5,287+12.7% |
| Admin fee / account holder | $160 | $3,671-95.6% | $2,697-94.1% | $10,132-98.4% |