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 | $30,030 | $167,307-82.1% | $143,757-79.1% | $134,475-77.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 18.21% | 0.46%+17.7pp | -0.04%+18.2pp | 417.96%-399.8pp |
| Employer contribution / active EE | $4,870 | $5,619-13.3% | $4,951-1.6% | $4,740+2.8% |
| Participant deferral / active EE | $2,624 | $6,446-59.3% | $5,637-53.4% | $6,400-59.0% |
| Admin fee / account holder | $28 | $18,088-99.8% | $14,673-99.8% | $11,426-99.8% |