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 | $40,960 | $217,402-81.2% | $185,823-78.0% | $167,490-75.5% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 16.47% | 148.36%-131.9pp | 122.05%-105.6pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,313 | $5,873-77.6% | $5,167-74.6% | $4,837-72.9% |
| Participant deferral / active EE | $3,021 | $6,356-52.5% | $5,568-45.7% | $6,341-52.4% |
| Admin fee / account holder | $141 | $19,811-99.3% | $16,237-99.1% | $12,309-98.9% |