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 | $49,172 | $57,828-15.0% | $117,039-58.0% | $70,131-29.9% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 13.62% | 17.55%-3.9pp | 18.95%-5.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $6,818 | $1,816+275.5% | $3,785+80.2% | $2,342+191.1% |
| Participant deferral / active EE | $3,861 | $2,438+58.4% | $3,929-1.7% | $3,332+15.9% |
| Admin fee / account holder | $200 | $3,548-94.4% | $5,974-96.6% | $4,645-95.7% |