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 | $71,735 | $165,335-56.6% | $149,696-52.1% | $158,922-54.9% |
| Participation rate | 86.4% | 84.6%+1.8pp | 82.5%+3.9pp | 82.0%+4.4pp |
| Annual return | 17.46% | 348.15%-330.7pp | 276.60%-259.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,110 | $5,103-78.2% | $4,644-76.1% | $4,761-76.7% |
| Participant deferral / active EE | $3,491 | $7,181-51.4% | $6,842-49.0% | $5,982-41.7% |
| Admin fee / account holder | $45 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |