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 | $49,786 | $176,056-71.7% | $159,436-68.8% | $167,490-70.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.85% | 331.75%-311.9pp | 263.57%-243.7pp | 478.56%-458.7pp |
| Employer contribution / active EE | $2,554 | $5,297-51.8% | $4,829-47.1% | $4,837-47.2% |
| Participant deferral / active EE | $10,699 | $7,750+38.1% | $7,352+45.5% | $6,341+68.7% |
| Admin fee / account holder | $114 | $12,554-99.1% | $10,799-98.9% | $12,309-99.1% |