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 | $48,345 | $202,432-76.1% | $169,368-71.5% | $139,434-65.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.53% | 531.74%-512.2pp | 405.60%-386.1pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,590 | $4,692-66.1% | $4,013-60.4% | $4,751-66.5% |
| Participant deferral / active EE | $5,477 | $6,938-21.1% | $6,221-12.0% | $6,710-18.4% |
| Admin fee / account holder | $113 | $10,708-98.9% | $9,003-98.7% | $11,403-99.0% |