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 | $40,971 | $107,334-61.8% | $92,893-55.9% | $152,861-73.2% |
| Participation rate | 94.7% | 79.8%+15.0pp | 76.0%+18.7pp | 82.4%+12.3pp |
| Annual return | 26.56% | 145.58%-119.0pp | 109.41%-82.9pp | 345.32%-318.8pp |
| Employer contribution / active EE | $2,041 | $4,221-51.7% | $3,653-44.1% | $4,762-57.1% |
| Participant deferral / active EE | $2,611 | $4,845-46.1% | $4,236-38.4% | $5,850-55.4% |
| Admin fee / account holder | $66 | $7,079-99.1% | $5,794-98.9% | $11,596-99.4% |