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 | $43,108 | $124,319-65.3% | $111,297-61.3% | $167,490-74.3% |
| Participation rate | 92.9% | 79.6%+13.2pp | 77.3%+15.5pp | 82.1%+10.8pp |
| Annual return | 15.37% | 37.44%-22.1pp | 54.65%-39.3pp | 478.56%-463.2pp |
| Employer contribution / active EE | $2,748 | $3,435-20.0% | $2,731+0.6% | $4,837-43.2% |
| Participant deferral / active EE | $4,361 | $5,180-15.8% | $4,487-2.8% | $6,341-31.2% |
| Admin fee / account holder | $35 | $10,618-99.7% | $7,964-99.6% | $12,309-99.7% |