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 8-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 | $34,117 | $106,515-68.0% | $96,683-64.7% | $139,434-75.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.55% | 38.43%-16.9pp | 35.69%-14.1pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,381 | $4,103-42.0% | $3,737-36.3% | $4,751-49.9% |
| Participant deferral / active EE | $4,788 | $5,454-12.2% | $4,878-1.8% | $6,710-28.6% |
| Admin fee / account holder | $154 | $7,877-98.0% | $6,730-97.7% | $11,403-98.6% |