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 | $44,955 | $102,616-56.2% | $81,983-45.2% | $158,922-71.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 10.76% | 61.04%-50.3pp | 41.31%-30.5pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,190 | $3,240-32.4% | $2,498-12.3% | $4,761-54.0% |
| Participant deferral / active EE | $7,498 | $4,648+61.3% | $3,722+101.4% | $5,982+25.3% |
| Admin fee / account holder | $131 | $8,235-98.4% | $5,664-97.7% | $11,246-98.8% |