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 | $26,178 | $135,952-80.7% | $123,892-78.9% | $273,961-90.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.35% | 56.63%-45.3pp | 47.52%-36.2pp | 41.45%-30.1pp |
| Employer contribution / active EE | $922 | $5,170-82.2% | $4,617-80.0% | $4,869-81.1% |
| Participant deferral / active EE | $4,415 | $6,343-30.4% | $5,984-26.2% | $5,287-16.5% |
| Admin fee / account holder | $67 | $9,817-99.3% | $8,357-99.2% | $10,132-99.3% |