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 | $37,190 | $124,319-70.1% | $111,297-66.6% | $167,490-77.8% |
| Participation rate | 92.9% | 79.6%+13.2pp | 77.3%+15.5pp | 82.1%+10.8pp |
| Annual return | 18.25% | 37.44%-19.2pp | 54.65%-36.4pp | 478.56%-460.3pp |
| Employer contribution / active EE | $3,189 | $3,435-7.2% | $2,731+16.8% | $4,837-34.1% |
| Participant deferral / active EE | $4,560 | $5,180-12.0% | $4,487+1.6% | $6,341-28.1% |
| Admin fee / account holder | $204 | $10,618-98.1% | $7,964-97.4% | $12,309-98.3% |