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 | $53,501 | $96,557-44.6% | $80,975-33.9% | $273,961-80.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.97% | 15.14%-5.2pp | 17.10%-7.1pp | 41.45%-31.5pp |
| Employer contribution / active EE | $2,459 | $4,868-49.5% | $3,714-33.8% | $4,869-49.5% |
| Participant deferral / active EE | $8,695 | $6,598+31.8% | $5,696+52.6% | $5,287+64.4% |
| Admin fee / account holder | $40 | $7,492-99.5% | $5,516-99.3% | $10,132-99.6% |