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 | $34,412 | $152,587-77.4% | $125,175-72.5% | $152,861-77.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.70% | 54.84%-34.1pp | 43.79%-23.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $4,196 | $4,946-15.2% | $3,865+8.6% | $4,762-11.9% |
| Participant deferral / active EE | $5,665 | $5,868-3.5% | $4,937+14.8% | $5,850-3.2% |
| Admin fee / account holder | $258 | $13,434-98.1% | $9,702-97.3% | $11,596-97.8% |