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 | $41,924 | $100,970-58.5% | $96,576-56.6% | $137,256-69.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.82% | 38.16%-17.3pp | 38.47%-17.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $4,975 | $3,809+30.6% | $3,553+40.0% | $4,156+19.7% |
| Participant deferral / active EE | $7,379 | $8,286-11.0% | $7,956-7.3% | $6,407+15.2% |
| Admin fee / account holder | $202 | $11,312-98.2% | $11,381-98.2% | $12,270-98.4% |