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 | $20,558 | $111,754-81.6% | $103,333-80.1% | $145,922-85.9% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 14.60% | 24.77%-10.2pp | 24.88%-10.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,463 | $4,212-41.5% | $3,868-36.3% | $4,660-47.1% |
| Participant deferral / active EE | $3,165 | $5,619-43.7% | $5,057-37.4% | $6,688-52.7% |
| Admin fee / account holder | $119 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |