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 | $41,273 | $232,540-82.3% | $185,117-77.7% | $147,584-72.0% |
| Participation rate | 70.0% | 82.4%-12.4pp | 77.3%-7.3pp | 82.8%-12.8pp |
| Annual return | 18.90% | 43.03%-24.1pp | 40.50%-21.6pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,114 | $5,195-78.6% | $4,182-73.4% | $4,876-77.2% |
| Participant deferral / active EE | $1,890 | $5,834-67.6% | $5,045-62.5% | $5,439-65.2% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |