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 | $33,508 | $202,432-83.4% | $169,368-80.2% | $139,434-76.0% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.1%+0.6pp | 80.3%-2.5pp |
| Annual return | 16.51% | 531.74%-515.2pp | 405.60%-389.1pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,057 | $4,692-77.5% | $4,013-73.6% | $4,751-77.7% |
| Participant deferral / active EE | $2,078 | $6,938-70.1% | $6,221-66.6% | $6,710-69.0% |
| Admin fee / account holder | $226 | $10,708-97.9% | $9,003-97.5% | $11,403-98.0% |