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 | $32,007 | $209,411-84.7% | $178,490-82.1% | $158,922-79.9% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 13.19% | 188.75%-175.6pp | 151.07%-137.9pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,526 | $5,706-55.7% | $5,011-49.6% | $4,761-46.9% |
| Participant deferral / active EE | $2,411 | $5,954-59.5% | $5,202-53.7% | $5,982-59.7% |
| Admin fee / account holder | $110 | $17,074-99.4% | $13,984-99.2% | $11,246-99.0% |