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 | $34,649 | $93,346-62.9% | $71,796-51.7% | $273,961-87.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.32% | 130.39%-122.1pp | 78.04%-69.7pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,596 | $2,733-41.6% | $1,924-17.0% | $4,869-67.2% |
| Participant deferral / active EE | $4,538 | $3,475+30.6% | $2,794+62.4% | $5,287-14.2% |
| Admin fee / account holder | $285 | $6,571-95.7% | $4,815-94.1% | $10,132-97.2% |