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 | $29,829 | $227,553-86.9% | $189,557-84.3% | $167,490-82.2% |
| Participation rate | 86.7% | 82.5%+4.2pp | 78.4%+8.2pp | 82.1%+4.6pp |
| Annual return | 9.96% | 78.40%-68.4pp | 64.17%-54.2pp | 478.56%-468.6pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,826 | $7,002-16.8% | $6,174-5.6% | $6,341-8.1% |
| Admin fee / account holder | $231 | $11,878-98.1% | $9,807-97.6% | $12,309-98.1% |