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 | $43,926 | $165,335-73.4% | $149,696-70.7% | $158,922-72.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.34% | 348.15%-332.8pp | 276.60%-261.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,937 | $5,103-42.4% | $4,644-36.8% | $4,761-38.3% |
| Participant deferral / active EE | $4,124 | $7,181-42.6% | $6,842-39.7% | $5,982-31.1% |
| Admin fee / account holder | $80 | $10,807-99.3% | $9,309-99.1% | $11,246-99.3% |