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 | $41,370 | $97,044-57.4% | $83,333-50.4% | $135,375-69.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.70% | 12.31%-19.0pp | 10.63%-17.3pp | 519.73%-526.4pp |
| Employer contribution / active EE | $5,145 | $4,143+24.2% | $3,379+52.3% | $4,779+7.7% |
| Participant deferral / active EE | $7,823 | $5,964+31.2% | $5,565+40.6% | $5,609+39.5% |
| Admin fee / account holder | $95 | $8,380-98.9% | $7,510-98.7% | $10,827-99.1% |