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 | $46,096 | $157,256-70.7% | $141,162-67.3% | $152,861-69.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.11% | 64.32%-40.2pp | 71.39%-47.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,015 | $5,261-61.7% | $4,735-57.4% | $4,762-57.7% |
| Participant deferral / active EE | $6,741 | $7,109-5.2% | $6,709+0.5% | $5,850+15.2% |
| Admin fee / account holder | $185 | $12,120-98.5% | $10,261-98.2% | $11,596-98.4% |