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 | $34,010 | $214,378-84.1% | $200,582-83.0% | $142,382-76.1% |
| Participation rate | 77.3% | 87.4%-10.2pp | 86.9%-9.6pp | 80.1%-2.8pp |
| Annual return | 19.15% | 46.41%-27.3pp | 42.33%-23.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,877 | $6,841-43.3% | $6,419-39.6% | $4,299-9.8% |
| Participant deferral / active EE | $5,491 | $9,865-44.3% | $9,331-41.2% | $6,507-15.6% |
| Admin fee / account holder | $18 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |