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 | $44,005 | $180,028-75.6% | $138,135-68.1% | $158,922-72.3% |
| Participation rate | 83.3% | 82.2%+1.1pp | 78.7%+4.6pp | 82.0%+1.4pp |
| Annual return | 20.93% | 21.68%-0.8pp | 20.51%+0.4pp | 302.83%-281.9pp |
| Employer contribution / active EE | $3,826 | $7,470-48.8% | $5,587-31.5% | $4,761-19.6% |
| Participant deferral / active EE | $5,690 | $7,717-26.3% | $6,431-11.5% | $5,982-4.9% |
| Admin fee / account holder | $9 | $17,912-100.0% | $11,856-99.9% | $11,246-99.9% |