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 | $27,901 | $149,679-81.4% | $117,039-76.2% | $147,584-81.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 19.92% | 19.31%+0.6pp | 18.95%+1.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,606 | $4,937-67.5% | $3,785-57.6% | $4,876-67.1% |
| Participant deferral / active EE | $2,460 | $4,912-49.9% | $3,929-37.4% | $5,439-54.8% |
| Admin fee / account holder | $63 | $7,856-99.2% | $5,974-99.0% | $10,885-99.4% |