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 | $41,505 | $176,056-76.4% | $159,436-74.0% | $167,490-75.2% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 15.85% | 331.75%-315.9pp | 263.57%-247.7pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,687 | $5,297-68.1% | $4,829-65.1% | $4,837-65.1% |
| Participant deferral / active EE | $5,244 | $7,750-32.3% | $7,352-28.7% | $6,341-17.3% |
| Admin fee / account holder | $285 | $12,554-97.7% | $10,799-97.4% | $12,309-97.7% |