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 | $40,228 | $217,402-81.5% | $185,823-78.4% | $167,490-76.0% |
| Participation rate | 94.7% | 86.0%+8.7pp | 81.7%+13.0pp | 82.1%+12.6pp |
| Annual return | 9.51% | 148.36%-138.9pp | 122.05%-112.5pp | 478.56%-469.0pp |
| Employer contribution / active EE | $2,443 | $5,873-58.4% | $5,167-52.7% | $4,837-49.5% |
| Participant deferral / active EE | $3,487 | $6,356-45.1% | $5,568-37.4% | $6,341-45.0% |
| Admin fee / account holder | $37 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |