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 | $33,759 | $104,907-67.8% | $84,611-60.1% | $152,861-77.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.94% | 373.79%-351.8pp | 258.74%-236.8pp | 345.32%-323.4pp |
| Employer contribution / active EE | $3,329 | $3,302+0.8% | $2,652+25.5% | $4,762-30.1% |
| Participant deferral / active EE | $4,464 | $4,688-4.8% | $3,899+14.5% | $5,850-23.7% |
| Admin fee / account holder | $283 | $6,241-95.5% | $4,912-94.2% | $11,596-97.6% |