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 | $47,057 | $65,365-28.0% | $92,893-49.3% | $72,985-35.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.47% | 42.10%-22.6pp | 109.41%-89.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $4,752 | $2,594+83.2% | $3,653+30.1% | $2,440+94.8% |
| Participant deferral / active EE | $3,724 | $3,128+19.1% | $4,236-12.1% | $3,607+3.2% |
| Admin fee / account holder | $66 | $4,251-98.4% | $5,794-98.9% | $5,124-98.7% |