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 | $32,204 | $148,534-78.3% | $135,903-76.3% | $139,434-76.9% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 14.19% | 79.19%-65.0pp | 68.23%-54.0pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,227 | $5,243-57.5% | $4,856-54.1% | $4,751-53.1% |
| Participant deferral / active EE | $6,281 | $8,100-22.5% | $7,758-19.0% | $6,710-6.4% |
| Admin fee / account holder | $224 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |