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 | $44,168 | $162,781-72.9% | $133,956-67.0% | $158,922-72.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.59% | 41.94%-21.4pp | 45.09%-24.5pp | 302.83%-282.2pp |
| Employer contribution / active EE | $6,723 | $4,975+35.1% | $3,919+71.6% | $4,761+41.2% |
| Participant deferral / active EE | $6,300 | $5,911+6.6% | $5,048+24.8% | $5,982+5.3% |
| Admin fee / account holder | $270 | $11,736-97.7% | $8,927-97.0% | $11,246-97.6% |