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 | $33,478 | $181,894-81.6% | $156,549-78.6% | $273,961-87.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.66% | 30.74%-16.1pp | 32.23%-17.6pp | 41.45%-26.8pp |
| Employer contribution / active EE | $9,981 | $6,248+59.7% | $5,501+81.4% | $4,869+105.0% |
| Participant deferral / active EE | $7,900 | $5,550+42.3% | $4,871+62.2% | $5,287+49.4% |
| Admin fee / account holder | $255 | $15,559-98.4% | $13,027-98.0% | $10,132-97.5% |