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 | $42,580 | $149,679-71.6% | $117,039-63.6% | $147,584-71.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 24.91% | 19.31%+5.6pp | 18.95%+6.0pp | 578.55%-553.6pp |
| Employer contribution / active EE | $8,183 | $4,937+65.8% | $3,785+116.2% | $4,876+67.8% |
| Participant deferral / active EE | $8,756 | $4,912+78.3% | $3,929+122.8% | $5,439+61.0% |
| Admin fee / account holder | $70 | $7,856-99.1% | $5,974-98.8% | $10,885-99.4% |