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 | $44,634 | $154,228-71.1% | $145,433-69.3% | $137,256-67.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.53% | 74.59%-52.1pp | 66.58%-44.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,521 | $4,804-47.5% | $4,554-44.6% | $4,156-39.3% |
| Participant deferral / active EE | $2,917 | $8,216-64.5% | $7,897-63.1% | $6,407-54.5% |
| Admin fee / account holder | $113 | $14,344-99.2% | $13,129-99.1% | $12,270-99.1% |