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 | $42,190 | $157,256-73.2% | $141,162-70.1% | $152,861-72.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 24.23% | 64.32%-40.1pp | 71.39%-47.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,269 | $5,261-75.9% | $4,735-73.2% | $4,762-73.3% |
| Participant deferral / active EE | $2,396 | $7,109-66.3% | $6,709-64.3% | $5,850-59.0% |
| Admin fee / account holder | $210 | $12,120-98.3% | $10,261-97.9% | $11,596-98.2% |