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 | $34,490 | $165,335-79.1% | $149,696-77.0% | $158,922-78.3% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 16.77% | 348.15%-331.4pp | 276.60%-259.8pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,794 | $5,103-64.9% | $4,644-61.4% | $4,761-62.3% |
| Participant deferral / active EE | $4,404 | $7,181-38.7% | $6,842-35.6% | $5,982-26.4% |
| Admin fee / account holder | $50 | $10,807-99.5% | $9,309-99.5% | $11,246-99.6% |