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 | $25,562 | $112,881-77.4% | $90,951-71.9% | $158,922-83.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 28.19% | 215.79%-187.6pp | 134.60%-106.4pp | 302.83%-274.6pp |
| Employer contribution / active EE | $1,552 | $2,893-46.4% | $2,122-26.9% | $4,761-67.4% |
| Participant deferral / active EE | $1,700 | $4,128-58.8% | $3,373-49.6% | $5,982-71.6% |
| Admin fee / account holder | $19 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |