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 | $35,765 | $81,248-56.0% | $155,509-77.0% | $80,856-55.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.15% | 33.31%-15.2pp | 64.67%-46.5pp | 35.59%-17.4pp |
| Employer contribution / active EE | $2,212 | $3,100-28.6% | $4,672-52.7% | $2,755-19.7% |
| Participant deferral / active EE | $4,699 | $3,452+36.1% | $5,626-16.5% | $4,296+9.4% |
| Admin fee / account holder | $72 | $7,997-99.1% | $15,912-99.5% | $6,918-99.0% |