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 | $59,018 | $201,272-70.7% | $184,203-68.0% | $145,922-59.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.16% | 29.00%-2.8pp | 28.81%-2.7pp | 561.29%-535.1pp |
| Employer contribution / active EE | $1,468 | $7,022-79.1% | $6,427-77.2% | $4,660-68.5% |
| Participant deferral / active EE | $6,363 | $9,806-35.1% | $9,131-30.3% | $6,688-4.9% |
| Admin fee / account holder | $32 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |