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 | $41,957 | $162,781-74.2% | $133,956-68.7% | $158,922-73.6% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 11.51% | 41.94%-30.4pp | 45.09%-33.6pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,039 | $4,975-59.0% | $3,919-48.0% | $4,761-57.2% |
| Participant deferral / active EE | $5,169 | $5,911-12.5% | $5,048+2.4% | $5,982-13.6% |
| Admin fee / account holder | $194 | $11,736-98.3% | $8,927-97.8% | $11,246-98.3% |