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 | $54,736 | $135,952-59.7% | $123,892-55.8% | $273,961-80.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.11% | 56.63%-48.5pp | 47.52%-39.4pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,474 | $5,170-52.1% | $4,617-46.4% | $4,869-49.2% |
| Participant deferral / active EE | $14,734 | $6,343+132.3% | $5,984+146.2% | $5,287+178.7% |
| Admin fee / account holder | $48 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |