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 | $43,157 | $115,882-62.8% | $100,516-57.1% | $158,922-72.8% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 25.94% | 34.79%-8.8pp | 30.89%-4.9pp | 302.83%-276.9pp |
| Employer contribution / active EE | $2,311 | $4,103-43.7% | $3,418-32.4% | $4,761-51.5% |
| Participant deferral / active EE | $3,570 | $6,674-46.5% | $6,270-43.1% | $5,982-40.3% |
| Admin fee / account holder | $161 | $10,995-98.5% | $8,081-98.0% | $11,246-98.6% |