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 | $41,926 | $77,634-46.0% | $156,549-73.2% | $62,891-33.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.21% | 50.32%-41.1pp | 32.23%-23.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $8,233 | $3,444+139.1% | $5,501+49.7% | $2,281+261.0% |
| Participant deferral / active EE | $4,364 | $3,045+43.3% | $4,871-10.4% | $3,203+36.3% |
| Admin fee / account holder | $74 | $5,561-98.7% | $13,027-99.4% | $4,296-98.3% |