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 | $37,750 | $111,535-66.2% | $105,223-64.1% | $137,256-72.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.44% | 237.85%-217.4pp | 180.65%-160.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,389 | $3,939-39.4% | $3,689-35.2% | $4,156-42.5% |
| Participant deferral / active EE | $5,909 | $5,500+7.4% | $5,072+16.5% | $6,407-7.8% |
| Admin fee / account holder | $144 | $9,721-98.5% | $8,859-98.4% | $12,270-98.8% |