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 | $25,338 | $126,574-80.0% | $106,213-76.1% | $145,922-82.6% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.9pp | 80.3%-8.8pp |
| Annual return | 15.74% | 224.79%-209.0pp | 116.14%-100.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,907 | $3,730-48.9% | $3,171-39.9% | $4,660-59.1% |
| Participant deferral / active EE | $2,154 | $5,724-62.4% | $5,016-57.1% | $6,688-67.8% |
| Admin fee / account holder | $121 | $17,304-99.3% | $11,033-98.9% | $13,397-99.1% |