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 | $28,028 | $81,632-65.7% | $70,449-60.2% | $158,922-82.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.98% | 208.40%-193.4pp | 109.03%-94.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,188 | $3,217-32.0% | $2,737-20.0% | $4,761-54.0% |
| Participant deferral / active EE | $2,549 | $4,554-44.0% | $3,709-31.3% | $5,982-57.4% |
| Admin fee / account holder | $206 | $6,193-96.7% | $3,845-94.6% | $11,246-98.2% |