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 | $39,886 | $165,335-75.9% | $149,696-73.4% | $158,922-74.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.26% | 348.15%-328.9pp | 276.60%-257.3pp | 302.83%-283.6pp |
| Employer contribution / active EE | $9,435 | $5,103+84.9% | $4,644+103.1% | $4,761+98.2% |
| Participant deferral / active EE | $9,666 | $7,181+34.6% | $6,842+41.3% | $5,982+61.6% |
| Admin fee / account holder | $38 | $10,807-99.6% | $9,309-99.6% | $11,246-99.7% |