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 | $44,838 | $159,602-71.9% | $150,045-70.1% | $142,382-68.5% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 16.29% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,462 | $4,961-10.1% | $4,693-4.9% | $4,299+3.8% |
| Participant deferral / active EE | $3,953 | $8,310-52.4% | $7,997-50.6% | $6,507-39.3% |
| Admin fee / account holder | $170 | $14,846-98.9% | $13,435-98.7% | $12,624-98.7% |