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 | $40,528 | $105,630-61.6% | $87,507-53.7% | $273,961-85.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.63% | 12.25%-4.6pp | 12.21%-4.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $6,125 | $3,141+95.0% | $2,550+140.2% | $4,869+25.8% |
| Participant deferral / active EE | $8,273 | $3,601+129.7% | $3,149+162.7% | $5,287+56.5% |
| Admin fee / account holder | $47 | $4,781-99.0% | $4,221-98.9% | $10,132-99.5% |