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 | $68,908 | $99,341-30.6% | $84,750-18.7% | $273,961-74.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.74% | 22.93%-15.2pp | 22.78%-15.0pp | 41.45%-33.7pp |
| Employer contribution / active EE | $2,867 | $4,214-32.0% | $3,574-19.8% | $4,869-41.1% |
| Participant deferral / active EE | $3,555 | $4,269-16.7% | $3,712-4.2% | $5,287-32.8% |
| Admin fee / account holder | $8 | $6,644-99.9% | $5,332-99.9% | $10,132-99.9% |