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 | $27,164 | $226,064-88.0% | $182,532-85.1% | $152,861-82.2% |
| Participation rate | 94.4% | 82.5%+12.0pp | 78.0%+16.5pp | 82.4%+12.0pp |
| Annual return | 25.37% | 192.51%-167.1pp | 148.54%-123.2pp | 345.32%-319.9pp |
| Employer contribution / active EE | $2,445 | $4,978-50.9% | $4,076-40.0% | $4,762-48.7% |
| Participant deferral / active EE | $3,704 | $6,368-41.8% | $5,524-32.9% | $5,850-36.7% |
| Admin fee / account holder | $51 | $10,703-99.5% | $8,592-99.4% | $11,596-99.6% |