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 | $62,460 | $177,572-64.8% | $154,803-59.7% | $142,382-56.1% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 14.53% | 65.07%-50.5pp | 58.88%-44.4pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,309 | $4,810-72.8% | $4,305-69.6% | $4,299-69.6% |
| Participant deferral / active EE | $3,968 | $6,272-36.7% | $5,540-28.4% | $6,507-39.0% |
| Admin fee / account holder | $64 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |