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 | $47,632 | $85,202-44.1% | $172,739-72.4% | $72,985-34.7% |
| Participation rate | 77.4% | 70.1%+7.4pp | 82.6%-5.2pp | 69.5%+7.9pp |
| Annual return | 19.68% | 27.32%-7.6pp | 802.84%-783.2pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,566 | $3,324-52.9% | $5,143-69.6% | $2,440-35.8% |
| Participant deferral / active EE | $3,743 | $3,260+14.8% | $5,198-28.0% | $3,607+3.8% |
| Admin fee / account holder | $228 | $5,884-96.1% | $13,954-98.4% | $5,124-95.5% |