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 | $20,304 | $76,000-73.3% | $154,107-86.8% | $64,186-68.4% |
| Participation rate | 97.2% | 70.4%+26.8pp | 83.0%+14.2pp | 69.6%+27.7pp |
| Annual return | 7.85% | 30.32%-22.5pp | 735.12%-727.3pp | 7.63%+0.2pp |
| Employer contribution / active EE | $3,072 | $3,351-8.3% | $5,298-42.0% | $2,381+29.0% |
| Participant deferral / active EE | $3,161 | $3,175-0.5% | $5,081-37.8% | $3,470-8.9% |
| Admin fee / account holder | $281 | $5,596-95.0% | $13,411-97.9% | $4,888-94.3% |