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 | $39,238 | $198,466-80.2% | $170,442-77.0% | $147,584-73.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.32% | 257.29%-244.0pp | 205.93%-192.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $5,629 | $6,184-9.0% | $5,433+3.6% | $4,876+15.4% |
| Participant deferral / active EE | $5,258 | $5,629-6.6% | $4,939+6.4% | $5,439-3.3% |
| Admin fee / account holder | $113 | $16,852-99.3% | $13,880-99.2% | $10,885-99.0% |