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 | $30,094 | $140,588-78.6% | $123,104-75.6% | $125,391-76.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.97% | 16.80%-15.8pp | 13.22%-12.2pp | 282.22%-281.3pp |
| Employer contribution / active EE | $1,598 | $6,041-73.5% | $5,151-69.0% | $4,866-67.2% |
| Participant deferral / active EE | $3,395 | $6,980-51.4% | $6,230-45.5% | $5,352-36.6% |
| Admin fee / account holder | $43 | $11,198-99.6% | $9,015-99.5% | $9,540-99.6% |