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 | $28,652 | $96,956-70.4% | $70,014-59.1% | $273,961-89.5% |
| Participation rate | 88.9% | 77.1%+11.8pp | 71.8%+17.1pp | 83.0%+5.9pp |
| Annual return | 5.27% | 12.93%-7.7pp | 12.99%-7.7pp | 41.45%-36.2pp |
| Employer contribution / active EE | $5,360 | $3,316+61.6% | $2,338+129.2% | $4,869+10.1% |
| Participant deferral / active EE | $7,075 | $3,744+89.0% | $2,931+141.4% | $5,287+33.8% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |