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 | $42,956 | $124,319-65.4% | $111,297-61.4% | $167,490-74.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.69% | 37.44%-20.7pp | 54.65%-38.0pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,889 | $3,435-45.0% | $2,731-30.8% | $4,837-60.9% |
| Participant deferral / active EE | $1,808 | $5,180-65.1% | $4,487-59.7% | $6,341-71.5% |
| Admin fee / account holder | $9 | $10,618-99.9% | $7,964-99.9% | $12,309-99.9% |