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 | $40,113 | $165,912-75.8% | $122,332-67.2% | $147,584-72.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.51% | 34.55%-19.0pp | 30.27%-14.8pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,718 | $5,754-70.1% | $4,050-57.6% | $4,876-64.8% |
| Participant deferral / active EE | $2,389 | $4,005-40.4% | $3,287-27.3% | $5,439-56.1% |
| Admin fee / account holder | $33 | $7,424-99.6% | $5,478-99.4% | $10,885-99.7% |