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 | $81,299 | $176,812-54.0% | $146,665-44.6% | $167,490-51.5% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 10.87% | 24.03%-13.2pp | 22.74%-11.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,943 | $6,440-54.3% | $5,506-46.5% | $6,341-53.6% |
| Admin fee / account holder | $132 | $13,259-99.0% | $10,280-98.7% | $12,309-98.9% |