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 5-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 | $51,342 | $105,630-51.4% | $87,507-41.3% | $273,961-81.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 12.46% | 12.25%+0.2pp | 12.21%+0.2pp | 41.45%-29.0pp |
| Employer contribution / active EE | $2,331 | $3,141-25.8% | $2,550-8.6% | $4,869-52.1% |
| Participant deferral / active EE | $7,676 | $3,601+113.2% | $3,149+143.8% | $5,287+45.2% |
| Admin fee / account holder | $16 | $4,781-99.7% | $4,221-99.6% | $10,132-99.8% |