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 | $32,842 | $232,540-85.9% | $185,117-82.3% | $147,584-77.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.10% | 43.03%-25.9pp | 40.50%-23.4pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,864 | $5,195-64.1% | $4,182-55.4% | $4,876-61.8% |
| Participant deferral / active EE | $2,918 | $5,834-50.0% | $5,045-42.2% | $5,439-46.3% |
| Admin fee / account holder | $56 | $10,275-99.5% | $8,159-99.3% | $10,885-99.5% |