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 | $40,278 | $105,859-62.0% | $90,160-55.3% | $147,584-72.7% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.4pp | 82.8%-11.4pp |
| Annual return | 22.23% | 37.63%-15.4pp | 34.88%-12.6pp | 578.55%-556.3pp |
| Employer contribution / active EE | $2,259 | $4,126-45.3% | $3,318-31.9% | $4,876-53.7% |
| Participant deferral / active EE | $4,131 | $5,733-27.9% | $5,288-21.9% | $5,439-24.0% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |