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 | $32,736 | $165,335-80.2% | $149,696-78.1% | $158,922-79.4% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 17.58% | 348.15%-330.6pp | 276.60%-259.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,961 | $5,103-42.0% | $4,644-36.2% | $4,761-37.8% |
| Participant deferral / active EE | $7,705 | $7,181+7.3% | $6,842+12.6% | $5,982+28.8% |
| Admin fee / account holder | $19 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |