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 | $23,408 | $177,572-86.8% | $154,803-84.9% | $142,382-83.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 15.42% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,663 | $4,810-65.4% | $4,305-61.4% | $4,299-61.3% |
| Participant deferral / active EE | $1,818 | $6,272-71.0% | $5,540-67.2% | $6,507-72.1% |
| Admin fee / account holder | $129 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |