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 | $16,098 | $85,202-81.1% | $172,739-90.7% | $72,985-77.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.75% | 27.32%-0.6pp | 802.84%-776.1pp | 81.00%-54.3pp |
| Employer contribution / active EE | $3,791 | $3,324+14.0% | $5,143-26.3% | $2,440+55.4% |
| Participant deferral / active EE | $2,549 | $3,260-21.8% | $5,198-51.0% | $3,607-29.3% |
| Admin fee / account holder | $46 | $5,884-99.2% | $13,954-99.7% | $5,124-99.1% |