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 | $38,966 | $162,781-76.1% | $133,956-70.9% | $158,922-75.5% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 11.02% | 41.94%-30.9pp | 45.09%-34.1pp | 302.83%-291.8pp |
| Employer contribution / active EE | $3,443 | $4,975-30.8% | $3,919-12.1% | $4,761-27.7% |
| Participant deferral / active EE | $5,088 | $5,911-13.9% | $5,048+0.8% | $5,982-14.9% |
| Admin fee / account holder | $236 | $11,736-98.0% | $8,927-97.4% | $11,246-97.9% |