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 | $42,343 | $104,251-59.4% | $91,001-53.5% | $147,584-71.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 16.41% | 27.06%-10.7pp | 4.60%+11.8pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,132 | $3,116-31.6% | $2,456-13.2% | $4,876-56.3% |
| Participant deferral / active EE | $2,510 | $4,195-40.2% | $3,547-29.2% | $5,439-53.9% |
| Admin fee / account holder | $222 | $8,948-97.5% | $5,417-95.9% | $10,885-98.0% |