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 | $106,584-60.7% | $101,326-58.6% | $142,382-70.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.82% | 36.93%-16.1pp | 36.82%-16.0pp | 217.08%-196.3pp |
| Employer contribution / active EE | $4,975 | $3,956+25.8% | $3,665+35.7% | $4,299+15.7% |
| Participant deferral / active EE | $7,379 | $8,297-11.1% | $7,994-7.7% | $6,507+13.4% |
| Admin fee / account holder | $202 | $11,446-98.2% | $11,185-98.2% | $12,624-98.4% |