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 | $33,033 | $165,335-80.0% | $149,696-77.9% | $158,922-79.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 32.66% | 348.15%-315.5pp | 276.60%-243.9pp | 302.83%-270.2pp |
| Employer contribution / active EE | $1,007 | $5,103-80.3% | $4,644-78.3% | $4,761-78.8% |
| Participant deferral / active EE | $3,659 | $7,181-49.0% | $6,842-46.5% | $5,982-38.8% |
| Admin fee / account holder | $139 | $10,807-98.7% | $9,309-98.5% | $11,246-98.8% |