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 | $32,140 | $176,056-81.7% | $159,436-79.8% | $167,490-80.8% |
| Participation rate | 72.7% | 84.9%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 17.45% | 331.75%-314.3pp | 263.57%-246.1pp | 478.56%-461.1pp |
| Employer contribution / active EE | $981 | $5,297-81.5% | $4,829-79.7% | $4,837-79.7% |
| Participant deferral / active EE | $2,588 | $7,750-66.6% | $7,352-64.8% | $6,341-59.2% |
| Admin fee / account holder | $80 | $12,554-99.4% | $10,799-99.3% | $12,309-99.3% |