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 | $22,406 | $99,341-77.4% | $84,750-73.6% | $273,961-91.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 28.39% | 22.93%+5.5pp | 22.78%+5.6pp | 41.45%-13.1pp |
| Employer contribution / active EE | $2,851 | $4,214-32.4% | $3,574-20.2% | $4,869-41.5% |
| Participant deferral / active EE | $7,158 | $4,269+67.7% | $3,712+92.9% | $5,287+35.4% |
| Admin fee / account holder | $42 | $6,644-99.4% | $5,332-99.2% | $10,132-99.6% |