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 | $38,238 | $89,355-57.2% | $141,162-72.9% | $72,985-47.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 38.33% | 111.85%-73.5pp | 71.39%-33.1pp | 81.00%-42.7pp |
| Employer contribution / active EE | $2,802 | $3,114-10.0% | $4,735-40.8% | $2,440+14.9% |
| Participant deferral / active EE | $6,126 | $5,418+13.1% | $6,709-8.7% | $3,607+69.8% |
| Admin fee / account holder | $55 | $5,958-99.1% | $10,261-99.5% | $5,124-98.9% |