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 6-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 | $32,009 | $175,202-81.7% | $149,673-78.6% | $139,434-77.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.04% | 166.71%-150.7pp | 134.42%-118.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,118 | $5,474-61.3% | $4,818-56.0% | $4,751-55.4% |
| Participant deferral / active EE | $7,558 | $6,519+15.9% | $5,680+33.1% | $6,710+12.6% |
| Admin fee / account holder | $7 | $16,150-100.0% | $13,210-100.0% | $11,403-99.9% |