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 | $66,076 | $127,386-48.1% | $115,037-42.6% | $125,391-47.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.73% | 31.28%-30.6pp | 26.14%-25.4pp | 282.22%-281.5pp |
| Employer contribution / active EE | $1,912 | $5,166-63.0% | $4,608-58.5% | $4,866-60.7% |
| Participant deferral / active EE | $5,009 | $6,423-22.0% | $6,026-16.9% | $5,352-6.4% |
| Admin fee / account holder | $12 | $9,516-99.9% | $8,175-99.8% | $9,540-99.9% |