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 | $40,360 | $65,685-38.6% | $57,179-29.4% | $273,961-85.3% |
| Participation rate | 90.0% | 78.3%+11.7pp | 75.3%+14.7pp | 83.0%+7.0pp |
| Annual return | 1.61% | 21.99%-20.4pp | 14.59%-13.0pp | 41.45%-39.8pp |
| Employer contribution / active EE | $7,671 | $3,279+134.0% | $2,682+186.0% | $4,869+57.5% |
| Participant deferral / active EE | $4,001 | $3,782+5.8% | $3,096+29.2% | $5,287-24.3% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |