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 | $63,387 | $87,166-27.3% | $76,735-17.4% | $137,256-53.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.26% | 26.50%-10.2pp | 29.77%-13.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $734 | $2,904-74.7% | $2,454-70.1% | $4,156-82.3% |
| Participant deferral / active EE | $5,128 | $4,726+8.5% | $4,088+25.4% | $6,407-20.0% |
| Admin fee / account holder | $17 | $8,403-99.8% | $7,189-99.8% | $12,270-99.9% |