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 | $39,230 | $99,341-60.5% | $84,750-53.7% | $273,961-85.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.28% | 22.93%-19.6pp | 22.78%-19.5pp | 41.45%-38.2pp |
| Employer contribution / active EE | $2,264 | $4,214-46.3% | $3,574-36.7% | $4,869-53.5% |
| Participant deferral / active EE | $12,000 | $4,269+181.1% | $3,712+223.3% | $5,287+127.0% |
| Admin fee / account holder | $103 | $6,644-98.5% | $5,332-98.1% | $10,132-99.0% |