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 | $53,160 | $179,726-70.4% | $156,263-66.0% | $142,382-62.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 11.25% | 77.86%-66.6pp | 59.47%-48.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,333 | $5,069-73.7% | $4,333-69.2% | $4,299-69.0% |
| Participant deferral / active EE | $2,310 | $6,956-66.8% | $6,158-62.5% | $6,507-64.5% |
| Admin fee / account holder | $137 | $17,272-99.2% | $14,255-99.0% | $12,624-98.9% |