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 | $47,622 | $72,177-34.0% | $115,037-58.6% | $59,632-20.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 8.29% | 12.02%-3.7pp | 26.14%-17.9pp | 2041.28%-2033.0pp |
| Employer contribution / active EE | $5,319 | $2,841+87.2% | $4,608+15.4% | $2,203+141.5% |
| Participant deferral / active EE | $3,955 | $4,783-17.3% | $6,026-34.4% | $3,192+23.9% |
| Admin fee / account holder | $262 | $4,927-94.7% | $8,175-96.8% | $4,297-93.9% |