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 | $19,770 | $99,341-80.1% | $84,750-76.7% | $273,961-92.8% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 9.60% | 22.93%-13.3pp | 22.78%-13.2pp | 41.45%-31.9pp |
| Employer contribution / active EE | $2,493 | $4,214-40.8% | $3,574-30.2% | $4,869-48.8% |
| Participant deferral / active EE | $5,934 | $4,269+39.0% | $3,712+59.9% | $5,287+12.2% |
| Admin fee / account holder | $19 | $6,644-99.7% | $5,332-99.6% | $10,132-99.8% |