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 | $172,111-86.4% | $150,298-84.4% | $137,256-82.9% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 15.42% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,663 | $4,636-64.1% | $4,154-60.0% | $4,156-60.0% |
| Participant deferral / active EE | $1,818 | $6,166-70.5% | $5,453-66.7% | $6,407-71.6% |
| Admin fee / account holder | $129 | $16,471-99.2% | $14,116-99.1% | $12,270-98.9% |