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 | $26,512 | $99,341-73.3% | $84,750-68.7% | $273,961-90.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.22% | 22.93%-15.7pp | 22.78%-15.6pp | 41.45%-34.2pp |
| Employer contribution / active EE | $5,714 | $4,214+35.6% | $3,574+59.9% | $4,869+17.4% |
| Participant deferral / active EE | $7,856 | $4,269+84.0% | $3,712+111.7% | $5,287+48.6% |
| Admin fee / account holder | $86 | $6,644-98.7% | $5,332-98.4% | $10,132-99.1% |