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 | $25,776 | $157,256-83.6% | $141,162-81.7% | $152,861-83.1% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.4%-1.2pp |
| Annual return | 25.88% | 64.32%-38.4pp | 71.39%-45.5pp | 345.32%-319.4pp |
| Employer contribution / active EE | $2,012 | $5,261-61.7% | $4,735-57.5% | $4,762-57.7% |
| Participant deferral / active EE | $3,253 | $7,109-54.2% | $6,709-51.5% | $5,850-44.4% |
| Admin fee / account holder | $10 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |