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 | $58,196 | $162,781-64.2% | $133,956-56.6% | $158,922-63.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.61% | 41.94%-26.3pp | 45.09%-29.5pp | 302.83%-287.2pp |
| Employer contribution / active EE | $4,912 | $4,975-1.3% | $3,919+25.4% | $4,761+3.2% |
| Participant deferral / active EE | $4,775 | $5,911-19.2% | $5,048-5.4% | $5,982-20.2% |
| Admin fee / account holder | $246 | $11,736-97.9% | $8,927-97.2% | $11,246-97.8% |