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 | $31,102 | $135,952-77.1% | $123,892-74.9% | $273,961-88.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 65.88% | 56.63%+9.3pp | 47.52%+18.4pp | 41.45%+24.4pp |
| Employer contribution / active EE | $11,994 | $5,170+132.0% | $4,617+159.8% | $4,869+146.3% |
| Participant deferral / active EE | $14,964 | $6,343+135.9% | $5,984+150.1% | $5,287+183.0% |
| Admin fee / account holder | $48 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |