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 | $65,291 | $111,301-41.3% | $112,977-42.2% | $158,922-58.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 22.85% | 26.40%-3.6pp | 24.24%-1.4pp | 302.83%-280.0pp |
| Employer contribution / active EE | $4,128 | $4,471-7.7% | $4,255-3.0% | $4,761-13.3% |
| Participant deferral / active EE | $7,014 | $5,880+19.3% | $5,836+20.2% | $5,982+17.3% |
| Admin fee / account holder | $140 | $8,392-98.3% | $6,294-97.8% | $11,246-98.8% |