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 | $67,067 | $84,233-20.4% | $170,442-60.7% | $70,131-4.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.92% | 23.06%-5.1pp | 205.93%-188.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,195 | $3,387-35.2% | $5,433-59.6% | $2,342-6.3% |
| Participant deferral / active EE | $5,297 | $3,086+71.7% | $4,939+7.2% | $3,332+59.0% |
| Admin fee / account holder | $180 | $5,698-96.8% | $13,880-98.7% | $4,645-96.1% |