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 | $49,368 | $228,332-78.4% | $185,823-73.4% | $158,922-68.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.10% | 40.80%-21.7pp | 35.95%-16.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $6,565 | $4,967+32.2% | $4,087+60.6% | $4,761+37.9% |
| Participant deferral / active EE | $3,991 | $6,415-37.8% | $5,632-29.1% | $5,982-33.3% |
| Admin fee / account holder | $215 | $11,864-98.2% | $9,500-97.7% | $11,246-98.1% |