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 | $33,872 | $159,901-78.8% | $146,958-77.0% | $145,922-76.8% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 12.56% | 98.13%-85.6pp | 418.34%-405.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,687 | $5,286-49.2% | $4,933-45.5% | $4,660-42.3% |
| Participant deferral / active EE | $4,185 | $8,428-50.4% | $8,070-48.1% | $6,688-37.4% |
| Admin fee / account holder | $169 | $15,044-98.9% | $12,998-98.7% | $13,397-98.7% |