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 | $40,471 | $88,583-54.3% | $88,497-54.3% | $273,961-85.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 21.41% | 5.68%+15.7pp | 7.63%+13.8pp | 41.45%-20.0pp |
| Employer contribution / active EE | $9,602 | $4,502+113.3% | $4,036+137.9% | $4,869+97.2% |
| Participant deferral / active EE | $22,740 | $4,891+364.9% | $4,899+364.2% | $5,287+330.1% |
| Admin fee / account holder | $21 | $8,980-99.8% | $6,220-99.7% | $10,132-99.8% |