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 | $34,727 | $124,281-72.1% | $109,143-68.2% | $167,490-79.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 25.66% | 26.04%-0.4pp | 25.75%-0.1pp | 478.56%-452.9pp |
| Employer contribution / active EE | $2,238 | $4,207-46.8% | $3,722-39.9% | $4,837-53.7% |
| Participant deferral / active EE | $4,920 | $5,255-6.4% | $4,653+5.7% | $6,341-22.4% |
| Admin fee / account holder | $21 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |