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 | $23,832 | $103,376-76.9% | $87,100-72.6% | $152,861-84.4% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.9%+13.1pp | 82.4%+7.6pp |
| Annual return | 27.99% | 28.10%-0.1pp | 28.19%-0.2pp | 345.32%-317.3pp |
| Employer contribution / active EE | $742 | $3,220-76.9% | $2,521-70.6% | $4,762-84.4% |
| Participant deferral / active EE | $3,361 | $4,778-29.7% | $4,049-17.0% | $5,850-42.6% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |