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 | $29,979 | $176,056-83.0% | $159,436-81.2% | $167,490-82.1% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 18.22% | 331.75%-313.5pp | 263.57%-245.4pp | 478.56%-460.3pp |
| Employer contribution / active EE | $2,598 | $5,297-51.0% | $4,829-46.2% | $4,837-46.3% |
| Participant deferral / active EE | $4,365 | $7,750-43.7% | $7,352-40.6% | $6,341-31.2% |
| Admin fee / account holder | $118 | $12,554-99.1% | $10,799-98.9% | $12,309-99.0% |