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 | $25,973 | $84,233-69.2% | $170,442-84.8% | $70,131-63.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.86% | 23.06%-7.2pp | 205.93%-190.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $4,847 | $3,387+43.1% | $5,433-10.8% | $2,342+106.9% |
| Participant deferral / active EE | $5,050 | $3,086+63.7% | $4,939+2.2% | $3,332+51.6% |
| Admin fee / account holder | $34 | $5,698-99.4% | $13,880-99.8% | $4,645-99.3% |