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 | $42,971 | $77,899-44.8% | $149,673-71.3% | $75,163-42.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.54% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $3,806 | $3,137+21.3% | $4,818-21.0% | $2,670+42.6% |
| Participant deferral / active EE | $3,289 | $3,411-3.6% | $5,680-42.1% | $4,125-20.3% |
| Admin fee / account holder | $148 | $5,956-97.5% | $13,210-98.9% | $5,651-97.4% |