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 | $22,775 | $84,233-73.0% | $170,442-86.6% | $70,131-67.5% |
| Participation rate | 75.0% | 70.8%+4.2pp | 83.6%-8.6pp | 69.5%+5.5pp |
| Annual return | 12.86% | 23.06%-10.2pp | 205.93%-193.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,339 | $3,387-60.5% | $5,433-75.4% | $2,342-42.8% |
| Participant deferral / active EE | $1,944 | $3,086-37.0% | $4,939-60.7% | $3,332-41.7% |
| Admin fee / account holder | $278 | $5,698-95.1% | $13,880-98.0% | $4,645-94.0% |