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 | $15,567 | $103,949-85.0% | $69,182-77.5% | $273,961-94.3% |
| Participation rate | 87.5% | 67.4%+20.1pp | 55.1%+32.4pp | 83.0%+4.5pp |
| Annual return | 8.72% | 35.28%-26.6pp | -21.93%+30.7pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,130 | $1,783-36.6% | $1,206-6.3% | $4,869-76.8% |
| Participant deferral / active EE | $3,552 | $2,716+30.8% | $1,897+87.3% | $5,287-32.8% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |