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 | $17,129 | $99,341-82.8% | $84,750-79.8% | $273,961-93.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 97.26% | 22.93%+74.3pp | 22.78%+74.5pp | 41.45%+55.8pp |
| Employer contribution / active EE | $1,665 | $4,214-60.5% | $3,574-53.4% | $4,869-65.8% |
| Participant deferral / active EE | $6,000 | $4,269+40.5% | $3,712+61.7% | $5,287+13.5% |
| Admin fee / account holder | $75 | $6,644-98.9% | $5,332-98.6% | $10,132-99.3% |