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 | $37,598 | $98,750-61.9% | $149,696-74.9% | $79,858-52.9% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 19.81% | 27.43%-7.6pp | 276.60%-256.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $4,066 | $3,216+26.4% | $4,644-12.4% | $2,471+64.6% |
| Participant deferral / active EE | $6,831 | $5,680+20.3% | $6,842-0.2% | $3,740+82.6% |
| Admin fee / account holder | $86 | $6,053-98.6% | $9,309-99.1% | $5,306-98.4% |