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 | $24,747 | $148,534-83.3% | $135,903-81.8% | $139,434-82.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 19.11% | 79.19%-60.1pp | 68.23%-49.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,348 | $5,243-74.3% | $4,856-72.2% | $4,751-71.6% |
| Participant deferral / active EE | $4,683 | $8,100-42.2% | $7,758-39.6% | $6,710-30.2% |
| Admin fee / account holder | $101 | $12,400-99.2% | $10,762-99.1% | $11,403-99.1% |