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 | $20,457 | $83,337-75.5% | $67,834-69.8% | $273,961-92.5% |
| Participation rate | 81.8% | 76.4%+5.4pp | 68.8%+13.0pp | 83.0%-1.2pp |
| Annual return | 7.38% | 259.45%-252.1pp | 138.47%-131.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,870 | $3,287-43.1% | $2,403-22.2% | $4,869-61.6% |
| Participant deferral / active EE | $4,293 | $4,088+5.0% | $3,160+35.9% | $5,287-18.8% |
| Admin fee / account holder | $248 | $6,752-96.3% | $4,622-94.6% | $10,132-97.6% |