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 6-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 | $25,988 | $118,450-78.1% | $98,439-73.6% | $139,434-81.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 19.27% | 18.94%+0.3pp | 21.16%-1.9pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,335 | $3,609-35.3% | $3,048-23.4% | $4,751-50.9% |
| Participant deferral / active EE | $3,703 | $5,392-31.3% | $4,738-21.8% | $6,710-44.8% |
| Admin fee / account holder | $11 | $14,026-99.9% | $8,948-99.9% | $11,403-99.9% |