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 | $27,309 | $135,952-79.9% | $123,892-78.0% | $273,961-90.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.13% | 56.63%-47.5pp | 47.52%-38.4pp | 41.45%-32.3pp |
| Employer contribution / active EE | $5,136 | $5,170-0.7% | $4,617+11.2% | $4,869+5.5% |
| Participant deferral / active EE | $6,717 | $6,343+5.9% | $5,984+12.2% | $5,287+27.0% |
| Admin fee / account holder | $145 | $9,817-98.5% | $8,357-98.3% | $10,132-98.6% |