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 | $57,373 | $157,256-63.5% | $141,162-59.4% | $152,861-62.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.77% | 64.32%-37.5pp | 71.39%-44.6pp | 345.32%-318.5pp |
| Employer contribution / active EE | $3,269 | $5,261-37.9% | $4,735-31.0% | $4,762-31.4% |
| Participant deferral / active EE | $10,192 | $7,109+43.4% | $6,709+51.9% | $5,850+74.2% |
| Admin fee / account holder | $293 | $12,120-97.6% | $10,261-97.1% | $11,596-97.5% |