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 | $40,768 | $124,319-67.2% | $111,297-63.4% | $167,490-75.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 24.16% | 37.44%-13.3pp | 54.65%-30.5pp | 478.56%-454.4pp |
| Employer contribution / active EE | $2,760 | $3,435-19.7% | $2,731+1.0% | $4,837-43.0% |
| Participant deferral / active EE | $7,480 | $5,180+44.4% | $4,487+66.7% | $6,341+18.0% |
| Admin fee / account holder | $60 | $10,618-99.4% | $7,964-99.2% | $12,309-99.5% |