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 | $31,462 | $58,523-46.2% | $99,443-68.4% | $72,985-56.9% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 21.85% | 28.51%-6.7pp | 30.72%-8.9pp | 81.00%-59.2pp |
| Employer contribution / active EE | $6,021 | $1,512+298.2% | $2,540+137.1% | $2,440+146.8% |
| Participant deferral / active EE | $3,617 | $2,606+38.8% | $3,6190% | $3,607+0.3% |
| Admin fee / account holder | $151 | $4,102-96.3% | $6,250-97.6% | $5,124-97.1% |