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 | $37,409 | $202,432-81.5% | $169,368-77.9% | $139,434-73.2% |
| Participation rate | 86.7% | 81.1%+5.6pp | 77.1%+9.5pp | 80.3%+6.3pp |
| Annual return | 9.95% | 531.74%-521.8pp | 405.60%-395.6pp | 372.94%-363.0pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,628 | $6,938-62.1% | $6,221-57.8% | $6,710-60.8% |
| Admin fee / account holder | $133 | $10,708-98.8% | $9,003-98.5% | $11,403-98.8% |