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 | $29,839 | $202,432-85.3% | $169,368-82.4% | $139,434-78.6% |
| Participation rate | 70.0% | 81.1%-11.1pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 14.23% | 531.74%-517.5pp | 405.60%-391.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,500 | $4,692-68.0% | $4,013-62.6% | $4,751-68.4% |
| Participant deferral / active EE | $1,500 | $6,938-78.4% | $6,221-75.9% | $6,710-77.6% |
| Admin fee / account holder | $123 | $10,708-98.8% | $9,003-98.6% | $11,403-98.9% |