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 | $84,701 | $118,450-28.5% | $98,439-14.0% | $139,434-39.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.45% | 18.94%-5.5pp | 21.16%-7.7pp | 372.94%-359.5pp |
| Employer contribution / active EE | $3,446 | $3,609-4.5% | $3,048+13.1% | $4,751-27.5% |
| Participant deferral / active EE | $4,325 | $5,392-19.8% | $4,738-8.7% | $6,710-35.5% |
| Admin fee / account holder | $34 | $14,026-99.8% | $8,948-99.6% | $11,403-99.7% |