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 | $18,923 | $65,685-71.2% | $57,179-66.9% | $273,961-93.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.01% | 21.99%-17.0pp | 14.59%-9.6pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,141 | $3,279-65.2% | $2,682-57.4% | $4,869-76.6% |
| Participant deferral / active EE | $1,430 | $3,782-62.2% | $3,096-53.8% | $5,287-72.9% |
| Admin fee / account holder | $47 | $4,835-99.0% | $3,139-98.5% | $10,132-99.5% |