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 | $42,992 | $78,705-45.4% | $117,854-63.5% | $70,131-38.7% |
| Participation rate | 93.1% | 73.2%+19.9pp | 79.7%+13.4pp | 69.5%+23.6pp |
| Annual return | 23.12% | 23.30%-0.2pp | 335.08%-312.0pp | 73.14%-50.0pp |
| Employer contribution / active EE | $3,715 | $2,223+67.1% | $3,786-1.9% | $2,342+58.6% |
| Participant deferral / active EE | $2,639 | $3,297-20.0% | $4,482-41.1% | $3,332-20.8% |
| Admin fee / account holder | $203 | $5,065-96.0% | $8,020-97.5% | $4,645-95.6% |