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 | $40,967 | $99,341-58.8% | $84,750-51.7% | $273,961-85.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 85.34% | 22.93%+62.4pp | 22.78%+62.6pp | 41.45%+43.9pp |
| Employer contribution / active EE | $2,579 | $4,214-38.8% | $3,574-27.8% | $4,869-47.0% |
| Participant deferral / active EE | $8,998 | $4,269+110.8% | $3,712+142.4% | $5,287+70.2% |
| Admin fee / account holder | $38 | $6,644-99.4% | $5,332-99.3% | $10,132-99.6% |