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 | $34,620 | $153,772-77.5% | $133,980-74.2% | $273,961-87.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 91.67% | 36.51%+55.2pp | 29.30%+62.4pp | 41.45%+50.2pp |
| Employer contribution / active EE | $7,743 | $6,029+28.4% | $5,211+48.6% | $4,869+59.0% |
| Participant deferral / active EE | $5,848 | $6,958-16.0% | $6,282-6.9% | $5,287+10.6% |
| Admin fee / account holder | $100 | $11,765-99.2% | $9,324-98.9% | $10,132-99.0% |