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 | $41,461 | $106,515-61.1% | $96,683-57.1% | $139,434-70.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.17% | 38.43%-26.3pp | 35.69%-23.5pp | 372.94%-360.8pp |
| Employer contribution / active EE | $13,655 | $4,103+232.8% | $3,737+265.4% | $4,751+187.4% |
| Participant deferral / active EE | $7,948 | $5,454+45.7% | $4,878+62.9% | $6,710+18.4% |
| Admin fee / account holder | $172 | $7,877-97.8% | $6,730-97.4% | $11,403-98.5% |