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 | $25,679 | $165,335-84.5% | $149,696-82.8% | $158,922-83.8% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 17.37% | 348.15%-330.8pp | 276.60%-259.2pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,345 | $5,103-73.6% | $4,644-71.0% | $4,761-71.8% |
| Participant deferral / active EE | $2,597 | $7,181-63.8% | $6,842-62.0% | $5,982-56.6% |
| Admin fee / account holder | $121 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |