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 | $38,683 | $232,540-83.4% | $185,117-79.1% | $147,584-73.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 36.71% | 43.03%-6.3pp | 40.50%-3.8pp | 578.55%-541.8pp |
| Employer contribution / active EE | $4,270 | $5,195-17.8% | $4,182+2.1% | $4,876-12.4% |
| Participant deferral / active EE | $8,957 | $5,834+53.5% | $5,045+77.5% | $5,439+64.7% |
| Admin fee / account holder | $244 | $10,275-97.6% | $8,159-97.0% | $10,885-97.8% |