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 | $38,547 | $110,261-65.0% | $95,745-59.7% | $139,434-72.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.80% | 27.11%-11.3pp | 28.35%-12.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $4,303 | $3,257+32.1% | $2,835+51.8% | $4,751-9.4% |
| Participant deferral / active EE | $4,154 | $4,676-11.2% | $4,245-2.1% | $6,710-38.1% |
| Admin fee / account holder | $147 | $6,613-97.8% | $5,678-97.4% | $11,403-98.7% |