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 | $44,802 | $72,071-37.8% | $68,368-34.5% | $137,256-67.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 13.21% | 353.14%-339.9pp | 292.57%-279.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,795 | $2,788-35.6% | $2,649-32.2% | $4,156-56.8% |
| Participant deferral / active EE | $866 | $4,410-80.4% | $4,123-79.0% | $6,407-86.5% |
| Admin fee / account holder | $299 | $5,336-94.4% | $5,150-94.2% | $12,270-97.6% |