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 | $24,581 | $96,557-74.5% | $80,975-69.6% | $273,961-91.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 13.04% | 15.14%-2.1pp | 17.10%-4.1pp | 41.45%-28.4pp |
| Employer contribution / active EE | $2,870 | $4,868-41.0% | $3,714-22.7% | $4,869-41.0% |
| Participant deferral / active EE | $6,544 | $6,598-0.8% | $5,696+14.9% | $5,287+23.8% |
| Admin fee / account holder | $82 | $7,492-98.9% | $5,516-98.5% | $10,132-99.2% |