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 | $80,599 | $63,355+27.2% | $91,989-12.4% | $72,985+10.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 24.95% | 35.35%-10.4pp | 69.02%-44.1pp | 81.00%-56.0pp |
| Employer contribution / active EE | $528 | $2,116-75.1% | $3,452-84.7% | $2,440-78.4% |
| Participant deferral / active EE | $5,243 | $4,883+7.4% | $5,923-11.5% | $3,607+45.3% |
| Admin fee / account holder | $14 | $4,668-99.7% | $7,743-99.8% | $5,124-99.7% |