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 5-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 | $34,756 | $114,381-69.6% | $107,525-67.7% | $142,382-75.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.00% | 242.71%-222.7pp | 181.32%-161.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $886 | $4,015-77.9% | $3,754-76.4% | $4,299-79.4% |
| Participant deferral / active EE | $1,976 | $5,564-64.5% | $5,116-61.4% | $6,507-69.6% |
| Admin fee / account holder | $136 | $9,860-98.6% | $8,919-98.5% | $12,624-98.9% |