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 | $35,059 | $162,781-78.5% | $133,956-73.8% | $158,922-77.9% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 11.47% | 41.94%-30.5pp | 45.09%-33.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $1,832 | $4,975-63.2% | $3,919-53.2% | $4,761-61.5% |
| Participant deferral / active EE | $3,757 | $5,911-36.4% | $5,048-25.6% | $5,982-37.2% |
| Admin fee / account holder | $133 | $11,736-98.9% | $8,927-98.5% | $11,246-98.8% |