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 | $26,784 | $157,256-83.0% | $141,162-81.0% | $152,861-82.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.05% | 64.32%-36.3pp | 71.39%-43.3pp | 345.32%-317.3pp |
| Employer contribution / active EE | $3,206 | $5,261-39.1% | $4,735-32.3% | $4,762-32.7% |
| Participant deferral / active EE | $4,489 | $7,109-36.9% | $6,709-33.1% | $5,850-23.3% |
| Admin fee / account holder | $286 | $12,120-97.6% | $10,261-97.2% | $11,596-97.5% |