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 | $23,184 | $177,572-86.9% | $154,803-85.0% | $142,382-83.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.01% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $6,145 | $4,810+27.7% | $4,305+42.7% | $4,299+42.9% |
| Participant deferral / active EE | $3,104 | $6,272-50.5% | $5,540-44.0% | $6,507-52.3% |
| Admin fee / account holder | $74 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |