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 | $10,018 | $40,256-75.1% | $57,343-82.5% | $59,632-83.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 3.46% | 27.49%-24.0pp | 24.39%-20.9pp | 2041.28%-2037.8pp |
| Employer contribution / active EE | $3,798 | $1,922+97.6% | $2,689+41.3% | $2,203+72.4% |
| Participant deferral / active EE | $5,324 | $2,399+121.9% | $3,162+68.4% | $3,192+66.8% |
| Admin fee / account holder | $3 | $2,818-99.9% | $3,356-99.9% | $4,297-99.9% |