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 | $19,061 | $159,901-88.1% | $146,958-87.0% | $145,922-86.9% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.2%-3.2pp | 80.3%-1.3pp |
| Annual return | 15.40% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,131 | $5,286-40.8% | $4,933-36.5% | $4,660-32.8% |
| Participant deferral / active EE | $3,071 | $8,428-63.6% | $8,070-61.9% | $6,688-54.1% |
| Admin fee / account holder | $84 | $15,044-99.4% | $12,998-99.4% | $13,397-99.4% |