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 | $33,308 | $77,899-57.2% | $149,673-77.7% | $75,163-55.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.55% | 31.72%-13.2pp | 134.42%-115.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,127 | $3,137-32.2% | $4,818-55.8% | $2,670-20.3% |
| Participant deferral / active EE | $2,440 | $3,411-28.5% | $5,680-57.0% | $4,125-40.8% |
| Admin fee / account holder | $43 | $5,956-99.3% | $13,210-99.7% | $5,651-99.2% |