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 | $33,356 | $142,405-76.6% | $115,157-71.0% | $152,861-78.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 25.74% | 41.48%-15.7pp | 35.60%-9.9pp | 345.32%-319.6pp |
| Employer contribution / active EE | $2,060 | $4,010-48.6% | $3,179-35.2% | $4,762-56.7% |
| Participant deferral / active EE | $4,266 | $5,164-17.4% | $4,168+2.3% | $5,850-27.1% |
| Admin fee / account holder | $117 | $8,462-98.6% | $7,088-98.4% | $11,596-99.0% |