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 | $45,741 | $47,848-4.4% | $81,478-43.9% | $70,131-34.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 17.70% | 27.25%-9.5pp | 38.78%-21.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $2,091 | $1,527+36.9% | $2,568-18.6% | $2,342-10.7% |
| Participant deferral / active EE | $4,749 | $2,453+93.6% | $3,537+34.3% | $3,332+42.5% |
| Admin fee / account holder | $7 | $3,145-99.8% | $4,561-99.8% | $4,645-99.9% |