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 | $17,836 | $45,438-60.7% | $80,004-77.7% | $59,632-70.1% |
| Participation rate | 80.0% | 63.7%+16.3pp | 73.0%+7.0pp | 68.7%+11.3pp |
| Annual return | 9.80% | 5.10%+4.7pp | 7.63%+2.2pp | 2041.28%-2031.5pp |
| Employer contribution / active EE | $2,171 | $1,236+75.7% | $2,473-12.2% | $2,203-1.4% |
| Participant deferral / active EE | $5,628 | $2,231+152.3% | $3,204+75.7% | $3,192+76.3% |
| Admin fee / account holder | $0 | $3,464-100.0% | $5,033-100.0% | $4,297-100.0% |