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 | $56,361 | $149,679-62.3% | $117,039-51.8% | $147,584-61.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 20.35% | 19.31%+1.0pp | 18.95%+1.4pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,947 | $4,937-60.6% | $3,785-48.5% | $4,876-60.1% |
| Participant deferral / active EE | $3,800 | $4,912-22.6% | $3,929-3.3% | $5,439-30.1% |
| Admin fee / account holder | -$78 | $7,856-101.0% | $5,974-101.3% | $10,885-100.7% |