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 | $24,904 | $97,125-74.4% | $86,233-71.1% | $137,256-81.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 20.00% | 74.19%-54.2pp | 61.39%-41.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,397 | $2,841-15.6% | $2,504-4.3% | $4,156-42.3% |
| Participant deferral / active EE | $5,612 | $5,180+8.3% | $4,559+23.1% | $6,407-12.4% |
| Admin fee / account holder | $30 | $9,725-99.7% | $8,342-99.6% | $12,270-99.8% |