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 | $21,801 | $105,630-79.4% | $87,507-75.1% | $273,961-92.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.28% | 12.25%-7.0pp | 12.21%-6.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $9,201 | $3,141+193.0% | $2,550+260.9% | $4,869+89.0% |
| Participant deferral / active EE | $1,402 | $3,601-61.1% | $3,149-55.5% | $5,287-73.5% |
| Admin fee / account holder | $3 | $4,781-99.9% | $4,221-99.9% | $10,132-100.0% |