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 | $26,597 | $157,256-83.1% | $141,162-81.2% | $152,861-82.6% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.4%-9.1pp |
| Annual return | 26.64% | 64.32%-37.7pp | 71.39%-44.7pp | 345.32%-318.7pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,786 | $7,109-60.8% | $6,709-58.5% | $5,850-52.4% |
| Admin fee / account holder | $121 | $12,120-99.0% | $10,261-98.8% | $11,596-99.0% |