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 | $41,643 | $58,512-28.8% | $84,015-50.4% | $72,985-42.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 17.61% | 28.93%-11.3pp | 71.31%-53.7pp | 81.00%-63.4pp |
| Employer contribution / active EE | $7,480 | $1,163+543.2% | $1,983+277.1% | $2,440+206.6% |
| Participant deferral / active EE | $4,727 | $2,394+97.5% | $3,239+45.9% | $3,607+31.0% |
| Admin fee / account holder | $225 | $4,569-95.1% | $6,101-96.3% | $5,124-95.6% |