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 | $58,038 | $65,685-11.6% | $57,179+1.5% | $273,961-78.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 14.92% | 21.99%-7.1pp | 14.59%+0.3pp | 41.45%-26.5pp |
| Employer contribution / active EE | $1,213 | $3,279-63.0% | $2,682-54.8% | $4,869-75.1% |
| Participant deferral / active EE | $5,129 | $3,782+35.6% | $3,096+65.6% | $5,287-3.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |