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 | $42,467 | $232,540-81.7% | $185,117-77.1% | $147,584-71.2% |
| Participation rate | 87.5% | 82.4%+5.1pp | 77.3%+10.2pp | 82.8%+4.7pp |
| Annual return | 18.75% | 43.03%-24.3pp | 40.50%-21.7pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,942 | $5,195-62.6% | $4,182-53.6% | $4,876-60.2% |
| Participant deferral / active EE | $2,010 | $5,834-65.5% | $5,045-60.2% | $5,439-63.0% |
| Admin fee / account holder | $125 | $10,275-98.8% | $8,159-98.5% | $10,885-98.9% |