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 | $14,390 | $45,035-68.0% | $62,995-77.2% | $70,131-79.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.79% | 18.76%-5.0pp | 87.57%-73.8pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,902 | $2,051-7.3% | $2,759-31.1% | $2,342-18.8% |
| Participant deferral / active EE | $2,367 | $2,465-3.9% | $3,329-28.9% | $3,332-28.9% |
| Admin fee / account holder | $121 | $2,834-95.7% | $3,600-96.6% | $4,645-97.4% |