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 | $157,725 | $65,685+140.1% | $57,179+175.8% | $273,961-42.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.63% | 21.99%-14.4pp | 14.59%-7.0pp | 41.45%-33.8pp |
| Employer contribution / active EE | $20,471 | $3,279+524.4% | $2,682+663.2% | $4,869+320.5% |
| Participant deferral / active EE | $12,000 | $3,782+217.3% | $3,096+287.6% | $5,287+127.0% |
| Admin fee / account holder | $25 | $4,835-99.5% | $3,139-99.2% | $10,132-99.8% |