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 | $35,018 | $78,672-55.5% | $109,143-67.9% | $85,850-59.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.38% | 25.09%-12.7pp | 25.75%-13.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $5,801 | $2,735+112.1% | $3,722+55.9% | $2,565+126.2% |
| Participant deferral / active EE | $2,299 | $3,467-33.7% | $4,653-50.6% | $3,952-41.8% |
| Admin fee / account holder | $144 | $5,469-97.4% | $6,752-97.9% | $6,260-97.7% |