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 | $35,247 | $217,402-83.8% | $185,823-81.0% | $167,490-79.0% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 14.50% | 148.36%-133.9pp | 122.05%-107.6pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,380 | $5,873-76.5% | $5,167-73.3% | $4,837-71.5% |
| Participant deferral / active EE | $3,326 | $6,356-47.7% | $5,568-40.3% | $6,341-47.5% |
| Admin fee / account holder | $93 | $19,811-99.5% | $16,237-99.4% | $12,309-99.2% |