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 | $21,149 | $63,346-66.6% | $92,233-77.1% | $70,131-69.8% |
| Participation rate | 73.5% | 68.7%+4.9pp | 76.5%-3.0pp | 69.5%+4.0pp |
| Annual return | 20.15% | 530.12%-510.0pp | 176.28%-156.1pp | 73.14%-53.0pp |
| Employer contribution / active EE | $2,149 | $2,471-13.0% | $3,679-41.6% | $2,342-8.3% |
| Participant deferral / active EE | $2,574 | $2,854-9.8% | $3,897-33.9% | $3,332-22.7% |
| Admin fee / account holder | $140 | $3,840-96.3% | $5,194-97.3% | $4,645-97.0% |