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 | $41,121 | $77,899-47.2% | $149,673-72.5% | $75,163-45.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.18% | 31.72%-14.5pp | 134.42%-117.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,428 | $3,137-22.6% | $4,818-49.6% | $2,670-9.0% |
| Participant deferral / active EE | $6,790 | $3,411+99.1% | $5,680+19.5% | $4,125+64.6% |
| Admin fee / account holder | $84 | $5,956-98.6% | $13,210-99.4% | $5,651-98.5% |