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 | $33,097 | $165,335-80.0% | $149,696-77.9% | $158,922-79.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 16.21% | 348.15%-331.9pp | 276.60%-260.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,100 | $5,103-58.9% | $4,644-54.8% | $4,761-55.9% |
| Participant deferral / active EE | $2,553 | $7,181-64.5% | $6,842-62.7% | $5,982-57.3% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |