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 | $38,758 | $118,680-67.3% | $98,907-60.8% | $158,922-75.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 19.34% | 372.35%-353.0pp | 196.43%-177.1pp | 302.83%-283.5pp |
| Employer contribution / active EE | $2,032 | $3,333-39.0% | $2,689-24.4% | $4,761-57.3% |
| Participant deferral / active EE | $3,701 | $5,088-27.2% | $4,244-12.8% | $5,982-38.1% |
| Admin fee / account holder | $23 | $10,131-99.8% | $6,642-99.7% | $11,246-99.8% |