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 | $32,052 | $101,069-68.3% | $81,478-60.7% | $147,584-78.3% |
| Participation rate | 83.3% | 74.5%+8.9pp | 68.0%+15.4pp | 82.8%+0.5pp |
| Annual return | 16.51% | 32.40%-15.9pp | 38.78%-22.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,711 | $3,205-46.6% | $2,568-33.4% | $4,876-64.9% |
| Participant deferral / active EE | $3,840 | $4,242-9.5% | $3,537+8.6% | $5,439-29.4% |
| Admin fee / account holder | $21 | $5,812-99.6% | $4,561-99.5% | $10,885-99.8% |