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 | $37,094 | $165,335-77.6% | $149,696-75.2% | $158,922-76.7% |
| Participation rate | 72.2% | 84.6%-12.3pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 14.29% | 348.15%-333.9pp | 276.60%-262.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,525 | $5,103-50.5% | $4,644-45.6% | $4,761-47.0% |
| Participant deferral / active EE | $5,425 | $7,181-24.5% | $6,842-20.7% | $5,982-9.3% |
| Admin fee / account holder | $78 | $10,807-99.3% | $9,309-99.2% | $11,246-99.3% |