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 | $43,577 | $165,335-73.6% | $149,696-70.9% | $158,922-72.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.79% | 348.15%-328.4pp | 276.60%-256.8pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,530 | $5,103-50.4% | $4,644-45.5% | $4,761-46.9% |
| Participant deferral / active EE | $5,070 | $7,181-29.4% | $6,842-25.9% | $5,982-15.3% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |