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 | $38,981 | $99,341-60.8% | $84,750-54.0% | $273,961-85.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.80% | 22.93%-12.1pp | 22.78%-12.0pp | 41.45%-30.6pp |
| Employer contribution / active EE | $1,390 | $4,214-67.0% | $3,574-61.1% | $4,869-71.5% |
| Participant deferral / active EE | $9,990 | $4,269+134.0% | $3,712+169.2% | $5,287+89.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |