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 | $33,345 | $53,127-37.2% | $86,590-61.5% | $70,131-52.5% |
| Participation rate | 96.9% | 65.3%+31.6pp | 73.5%+23.3pp | 69.5%+27.3pp |
| Annual return | 27.14% | 27.66%-0.5pp | 964.84%-937.7pp | 73.14%-46.0pp |
| Employer contribution / active EE | $9,211 | $2,068+345.3% | $2,839+224.4% | $2,342+293.2% |
| Participant deferral / active EE | $7,571 | $2,696+180.8% | $3,609+109.8% | $3,332+127.2% |
| Admin fee / account holder | $8 | $3,585-99.8% | $4,906-99.8% | $4,645-99.8% |