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 6-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 | $32,557 | $90,348-64.0% | $75,972-57.1% | $145,922-77.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.83% | 620.88%-601.0pp | 359.55%-339.7pp | 561.29%-541.5pp |
| Employer contribution / active EE | $3,045 | $3,311-8.0% | $2,685+13.4% | $4,660-34.6% |
| Participant deferral / active EE | $3,602 | $5,162-30.2% | $4,255-15.4% | $6,688-46.1% |
| Admin fee / account holder | $164 | $8,467-98.1% | $6,467-97.5% | $13,397-98.8% |