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 | $43,888 | $105,181-58.3% | $159,436-72.5% | $85,850-48.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.64% | 45.07%-29.4pp | 263.57%-247.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $3,676 | $3,318+10.8% | $4,829-23.9% | $2,565+43.3% |
| Participant deferral / active EE | $5,053 | $5,945-15.0% | $7,352-31.3% | $3,952+27.9% |
| Admin fee / account holder | $67 | $6,933-99.0% | $10,799-99.4% | $6,260-98.9% |