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 | $40,385 | $103,949-61.1% | $69,182-41.6% | $273,961-85.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 8.50% | 35.28%-26.8pp | -21.93%+30.4pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,044 | $1,783+14.6% | $1,206+69.4% | $4,869-58.0% |
| Participant deferral / active EE | $2,692 | $2,716-0.9% | $1,897+41.9% | $5,287-49.1% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |