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 | $39,915 | $148,534-73.1% | $135,903-70.6% | $139,434-71.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.42% | 79.19%-60.8pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,734 | $5,243-47.9% | $4,856-43.7% | $4,751-42.5% |
| Participant deferral / active EE | $10,592 | $8,100+30.8% | $7,758+36.5% | $6,710+57.8% |
| Admin fee / account holder | $278 | $12,400-97.8% | $10,762-97.4% | $11,403-97.6% |