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 | $26,866 | $135,952-80.2% | $123,892-78.3% | $273,961-90.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 25.81% | 56.63%-30.8pp | 47.52%-21.7pp | 41.45%-15.6pp |
| Employer contribution / active EE | $5,436 | $5,170+5.1% | $4,617+17.7% | $4,869+11.6% |
| Participant deferral / active EE | $11,552 | $6,343+82.1% | $5,984+93.0% | $5,287+118.5% |
| Admin fee / account holder | $41 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |