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 | $35,563 | $51,576-31.0% | $129,207-72.5% | $80,856-56.0% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 11.17% | 20.81%-9.6pp | 9417.33%-9406.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,257 | $1,584-20.6% | $4,153-69.7% | $2,755-54.4% |
| Participant deferral / active EE | $2,532 | $2,669-5.1% | $4,168-39.3% | $4,296-41.1% |
| Admin fee / account holder | $170 | $4,305-96.0% | $7,715-97.8% | $6,918-97.5% |