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 | $29,529 | $157,256-81.2% | $141,162-79.1% | $152,861-80.7% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 23.28% | 64.32%-41.0pp | 71.39%-48.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $3,438 | $5,261-34.7% | $4,735-27.4% | $4,762-27.8% |
| Participant deferral / active EE | $8,705 | $7,109+22.4% | $6,709+29.8% | $5,850+48.8% |
| Admin fee / account holder | $143 | $12,120-98.8% | $10,261-98.6% | $11,596-98.8% |