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 | $37,922 | $98,750-61.6% | $149,696-74.7% | $79,858-52.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 22.29% | 27.43%-5.1pp | 276.60%-254.3pp | 31.71%-9.4pp |
| Employer contribution / active EE | $4,671 | $3,216+45.2% | $4,644+0.6% | $2,471+89.0% |
| Participant deferral / active EE | $7,478 | $5,680+31.7% | $6,842+9.3% | $3,740+100.0% |
| Admin fee / account holder | $132 | $6,053-97.8% | $9,309-98.6% | $5,306-97.5% |