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 | $23,647 | $112,881-79.1% | $90,951-74.0% | $158,922-85.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.44% | 215.79%-198.3pp | 134.60%-117.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,140 | $2,893-26.0% | $2,122+0.9% | $4,761-55.0% |
| Participant deferral / active EE | $3,121 | $4,128-24.4% | $3,373-7.5% | $5,982-47.8% |
| Admin fee / account holder | $187 | $8,041-97.7% | $5,959-96.9% | $11,246-98.3% |