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 | $35,972 | $83,337-56.8% | $67,834-47.0% | $273,961-86.9% |
| Participation rate | 83.3% | 76.4%+6.9pp | 68.8%+14.5pp | 83.0%+0.3pp |
| Annual return | 7.48% | 259.45%-252.0pp | 138.47%-131.0pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,994 | $3,287-39.3% | $2,403-17.0% | $4,869-59.0% |
| Participant deferral / active EE | $5,785 | $4,088+41.5% | $3,160+83.1% | $5,287+9.4% |
| Admin fee / account holder | $4 | $6,752-99.9% | $4,622-99.9% | $10,132-100.0% |