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 | $23,490 | $179,726-86.9% | $156,263-85.0% | $142,382-83.5% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 16.06% | 77.86%-61.8pp | 59.47%-43.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,406 | $5,069-72.3% | $4,333-67.6% | $4,299-67.3% |
| Participant deferral / active EE | $2,162 | $6,956-68.9% | $6,158-64.9% | $6,507-66.8% |
| Admin fee / account holder | $89 | $17,272-99.5% | $14,255-99.4% | $12,624-99.3% |