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 | $61,823 | $109,881-43.7% | $150,045-58.8% | $84,808-27.1% |
| Participation rate | 84.6% | 76.1%+8.5pp | 82.3%+2.3pp | 68.3%+16.3pp |
| Annual return | 21.16% | 28.25%-7.1pp | 62.55%-41.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $793 | $3,561-77.7% | $4,693-83.1% | $2,631-69.9% |
| Participant deferral / active EE | $7,040 | $6,636+6.1% | $7,997-12.0% | $4,212+67.2% |
| Admin fee / account holder | $0 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |