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 | $41,084 | $215,361-80.9% | $171,082-76.0% | $273,961-85.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.03% | 25.14%-20.1pp | 32.56%-27.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $488 | $4,967-90.2% | $4,002-87.8% | $4,869-90.0% |
| Participant deferral / active EE | $1,220 | $5,543-78.0% | $4,797-74.6% | $5,287-76.9% |
| Admin fee / account holder | $13 | $10,846-99.9% | $8,520-99.9% | $10,132-99.9% |