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 | $78,462 | $162,781-51.8% | $133,956-41.4% | $158,922-50.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.81% | 41.94%-22.1pp | 45.09%-25.3pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,374 | $4,975-72.4% | $3,919-64.9% | $4,761-71.2% |
| Participant deferral / active EE | $4,387 | $5,911-25.8% | $5,048-13.1% | $5,982-26.7% |
| Admin fee / account holder | $15 | $11,736-99.9% | $8,927-99.8% | $11,246-99.9% |