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 | $47,361 | $124,425-61.9% | $112,040-57.7% | $137,256-65.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.90% | 24.72%-8.8pp | 24.52%-8.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,778 | $3,411+10.7% | $2,954+27.9% | $4,156-9.1% |
| Participant deferral / active EE | $5,228 | $5,718-8.6% | $5,098+2.6% | $6,407-18.4% |
| Admin fee / account holder | $24 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |