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 | $36,582 | $177,572-79.4% | $154,803-76.4% | $142,382-74.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.27% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,137 | $4,810-76.4% | $4,305-73.6% | $4,299-73.6% |
| Participant deferral / active EE | $2,217 | $6,272-64.7% | $5,540-60.0% | $6,507-65.9% |
| Admin fee / account holder | $222 | $16,786-98.7% | $14,329-98.5% | $12,624-98.2% |