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 | $44,906 | $209,336-78.5% | $197,124-77.2% | $137,256-67.3% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 17.60% | 48.09%-30.5pp | 44.34%-26.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,615 | $6,591-75.5% | $6,227-74.1% | $4,156-61.1% |
| Participant deferral / active EE | $3,477 | $9,614-63.8% | $9,135-61.9% | $6,407-45.7% |
| Admin fee / account holder | $178 | $17,308-99.0% | $16,298-98.9% | $12,270-98.6% |