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 | $42,561 | $105,859-59.8% | $90,160-52.8% | $147,584-71.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.04% | 37.63%-19.6pp | 34.88%-16.8pp | 578.55%-560.5pp |
| Employer contribution / active EE | $7,388 | $4,126+79.1% | $3,318+122.7% | $4,876+51.5% |
| Participant deferral / active EE | $5,250 | $5,733-8.4% | $5,288-0.7% | $5,439-3.5% |
| Admin fee / account holder | $138 | $8,046-98.3% | $5,943-97.7% | $10,885-98.7% |