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 | $32,324 | $165,335-80.4% | $149,696-78.4% | $158,922-79.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.13% | 348.15%-334.0pp | 276.60%-262.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $2,705 | $5,103-47.0% | $4,644-41.8% | $4,761-43.2% |
| Participant deferral / active EE | $4,501 | $7,181-37.3% | $6,842-34.2% | $5,982-24.8% |
| Admin fee / account holder | $96 | $10,807-99.1% | $9,309-99.0% | $11,246-99.1% |