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 | $33,703 | $162,781-79.3% | $133,956-74.8% | $158,922-78.8% |
| Participation rate | 73.3% | 83.2%-9.9pp | 79.8%-6.5pp | 82.0%-8.6pp |
| Annual return | 24.76% | 41.94%-17.2pp | 45.09%-20.3pp | 302.83%-278.1pp |
| Employer contribution / active EE | $1,920 | $4,975-61.4% | $3,919-51.0% | $4,761-59.7% |
| Participant deferral / active EE | $3,702 | $5,911-37.4% | $5,048-26.7% | $5,982-38.1% |
| Admin fee / account holder | $11 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |