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 | $40,596 | $198,466-79.5% | $170,442-76.2% | $147,584-72.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.97% | 257.29%-238.3pp | 205.93%-187.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $3,662 | $6,184-40.8% | $5,433-32.6% | $4,876-24.9% |
| Participant deferral / active EE | $5,109 | $5,629-9.3% | $4,939+3.4% | $5,439-6.1% |
| Admin fee / account holder | $234 | $16,852-98.6% | $13,880-98.3% | $10,885-97.8% |