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 | $58,315 | $127,386-54.2% | $115,037-49.3% | $125,391-53.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.59% | 31.28%-30.7pp | 26.14%-25.6pp | 282.22%-281.6pp |
| Employer contribution / active EE | $2,820 | $5,166-45.4% | $4,608-38.8% | $4,866-42.0% |
| Participant deferral / active EE | $7,970 | $6,423+24.1% | $6,026+32.2% | $5,352+48.9% |
| Admin fee / account holder | $279 | $9,516-97.1% | $8,175-96.6% | $9,540-97.1% |