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 | $30,409 | $96,956-68.6% | $70,014-56.6% | $273,961-88.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 13.31% | 12.93%+0.4pp | 12.99%+0.3pp | 41.45%-28.1pp |
| Employer contribution / active EE | $5,333 | $3,316+60.8% | $2,338+128.1% | $4,869+9.5% |
| Participant deferral / active EE | $8,000 | $3,744+113.7% | $2,931+173.0% | $5,287+51.3% |
| Admin fee / account holder | $63 | $7,934-99.2% | $4,380-98.6% | $10,132-99.4% |