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 | $50,270 | $157,256-68.0% | $141,162-64.4% | $152,861-67.1% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 26.97% | 64.32%-37.4pp | 71.39%-44.4pp | 345.32%-318.4pp |
| Employer contribution / active EE | $3,109 | $5,261-40.9% | $4,735-34.3% | $4,762-34.7% |
| Participant deferral / active EE | $6,905 | $7,109-2.9% | $6,709+2.9% | $5,850+18.0% |
| Admin fee / account holder | $18 | $12,120-99.9% | $10,261-99.8% | $11,596-99.8% |