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 | $37,799 | $226,064-83.3% | $182,532-79.3% | $152,861-75.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.47% | 192.51%-174.0pp | 148.54%-130.1pp | 345.32%-326.8pp |
| Employer contribution / active EE | $5,490 | $4,978+10.3% | $4,076+34.7% | $4,762+15.3% |
| Participant deferral / active EE | $9,937 | $6,368+56.0% | $5,524+79.9% | $5,850+69.9% |
| Admin fee / account holder | $293 | $10,703-97.3% | $8,592-96.6% | $11,596-97.5% |