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 | $28,327 | $112,881-74.9% | $90,951-68.9% | $158,922-82.2% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 17.06% | 215.79%-198.7pp | 134.60%-117.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,121 | $2,893-61.3% | $2,122-47.2% | $4,761-76.5% |
| Participant deferral / active EE | $3,824 | $4,128-7.4% | $3,373+13.4% | $5,982-36.1% |
| Admin fee / account holder | $227 | $8,041-97.2% | $5,959-96.2% | $11,246-98.0% |