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 | $46,889 | $127,386-63.2% | $115,037-59.2% | $125,391-62.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 5.83% | 31.28%-25.4pp | 26.14%-20.3pp | 282.22%-276.4pp |
| Employer contribution / active EE | $5,319 | $5,166+3.0% | $4,608+15.4% | $4,866+9.3% |
| Participant deferral / active EE | $4,449 | $6,423-30.7% | $6,026-26.2% | $5,352-16.9% |
| Admin fee / account holder | $103 | $9,516-98.9% | $8,175-98.7% | $9,540-98.9% |