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 | $41,924 | $69,207-39.4% | $64,056-34.6% | $139,434-69.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.40% | 45.88%-35.5pp | 33.69%-23.3pp | 372.94%-362.5pp |
| Employer contribution / active EE | $4,538 | $3,182+42.6% | $2,747+65.2% | $4,751-4.5% |
| Participant deferral / active EE | $5,898 | $4,682+26.0% | $3,880+52.0% | $6,710-12.1% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |