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 | $19,586 | $102,966-81.0% | $90,281-78.3% | $152,861-87.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.20% | 95.16%-74.0pp | 78.10%-56.9pp | 345.32%-324.1pp |
| Employer contribution / active EE | $4,420 | $3,139+40.8% | $2,854+54.9% | $4,762-7.2% |
| Participant deferral / active EE | $5,421 | $4,281+26.6% | $3,885+39.5% | $5,850-7.3% |
| Admin fee / account holder | $69 | $6,171-98.9% | $5,351-98.7% | $11,596-99.4% |