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 | $35,292 | $127,386-72.3% | $115,037-69.3% | $125,391-71.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.15% | 31.28%-34.4pp | 26.14%-29.3pp | 282.22%-285.4pp |
| Employer contribution / active EE | $4,296 | $5,166-16.8% | $4,608-6.8% | $4,866-11.7% |
| Participant deferral / active EE | $12,834 | $6,423+99.8% | $6,026+113.0% | $5,352+139.8% |
| Admin fee / account holder | $97 | $9,516-99.0% | $8,175-98.8% | $9,540-99.0% |