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 | $40,108 | $232,540-82.8% | $185,117-78.3% | $147,584-72.8% |
| Participation rate | 92.3% | 82.4%+10.0pp | 77.3%+15.0pp | 82.8%+9.5pp |
| Annual return | 12.91% | 43.03%-30.1pp | 40.50%-27.6pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,588 | $5,195-69.4% | $4,182-62.0% | $4,876-67.4% |
| Participant deferral / active EE | $2,731 | $5,834-53.2% | $5,045-45.9% | $5,439-49.8% |
| Admin fee / account holder | $200 | $10,275-98.1% | $8,159-97.5% | $10,885-98.2% |