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 | $32,236 | $98,750-67.4% | $149,696-78.5% | $79,858-59.6% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+23.9pp |
| Annual return | 23.87% | 27.43%-3.6pp | 276.60%-252.7pp | 31.71%-7.8pp |
| Employer contribution / active EE | $2,906 | $3,216-9.6% | $4,644-37.4% | $2,471+17.6% |
| Participant deferral / active EE | $6,894 | $5,680+21.4% | $6,842+0.8% | $3,740+84.3% |
| Admin fee / account holder | $56 | $6,053-99.1% | $9,309-99.4% | $5,306-98.9% |