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 | $39,764 | $176,056-77.4% | $159,436-75.1% | $167,490-76.3% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 39.53% | 331.75%-292.2pp | 263.57%-224.0pp | 478.56%-439.0pp |
| Employer contribution / active EE | $2,953 | $5,297-44.2% | $4,829-38.8% | $4,837-39.0% |
| Participant deferral / active EE | $6,521 | $7,750-15.9% | $7,352-11.3% | $6,341+2.8% |
| Admin fee / account holder | $109 | $12,554-99.1% | $10,799-99.0% | $12,309-99.1% |