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 | $24,446 | $154,117-84.1% | $129,995-81.2% | $139,434-82.5% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 18.85% | 32.48%-13.6pp | -137.18%+156.0pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,558 | $5,289-70.5% | $4,320-63.9% | $4,751-67.2% |
| Participant deferral / active EE | $2,357 | $6,710-64.9% | $5,820-59.5% | $6,710-64.9% |
| Admin fee / account holder | $227 | $14,007-98.4% | $10,614-97.9% | $11,403-98.0% |