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 | $29,108 | $115,882-74.9% | $100,516-71.0% | $158,922-81.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.54% | 34.79%-14.3pp | 30.89%-10.3pp | 302.83%-282.3pp |
| Employer contribution / active EE | $3,086 | $4,103-24.8% | $3,418-9.7% | $4,761-35.2% |
| Participant deferral / active EE | $5,473 | $6,674-18.0% | $6,270-12.7% | $5,982-8.5% |
| Admin fee / account holder | $96 | $10,995-99.1% | $8,081-98.8% | $11,246-99.1% |