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 | $36,496 | $99,341-63.3% | $84,750-56.9% | $273,961-86.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 25.27% | 22.93%+2.3pp | 22.78%+2.5pp | 41.45%-16.2pp |
| Employer contribution / active EE | $14,777 | $4,214+250.7% | $3,574+313.4% | $4,869+203.5% |
| Participant deferral / active EE | $9,902 | $4,269+131.9% | $3,712+166.8% | $5,287+87.3% |
| Admin fee / account holder | $273 | $6,644-95.9% | $5,332-94.9% | $10,132-97.3% |