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 | $23,493 | $157,256-85.1% | $141,162-83.4% | $152,861-84.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 37.37% | 64.32%-27.0pp | 71.39%-34.0pp | 345.32%-307.9pp |
| Employer contribution / active EE | $4,858 | $5,261-7.7% | $4,735+2.6% | $4,762+2.0% |
| Participant deferral / active EE | $6,384 | $7,109-10.2% | $6,709-4.9% | $5,850+9.1% |
| Admin fee / account holder | $241 | $12,120-98.0% | $10,261-97.6% | $11,596-97.9% |