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 | $24,060 | $86,699-72.2% | $73,307-67.2% | $125,391-80.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 17.77% | 2.78%+15.0pp | 5.67%+12.1pp | 282.22%-264.5pp |
| Employer contribution / active EE | $4,278 | $4,152+3.0% | $3,237+32.2% | $4,866-12.1% |
| Participant deferral / active EE | $3,582 | $5,550-35.5% | $4,991-28.2% | $5,352-33.1% |
| Admin fee / account holder | $74 | $7,771-99.0% | $5,637-98.7% | $9,540-99.2% |