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 | $28,405 | $154,117-81.6% | $129,995-78.1% | $139,434-79.6% |
| Participation rate | 70.8% | 82.0%-11.1pp | 78.5%-7.7pp | 80.3%-9.5pp |
| Annual return | 20.55% | 32.48%-11.9pp | -137.18%+157.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,755 | $5,289-66.8% | $4,320-59.4% | $4,751-63.1% |
| Participant deferral / active EE | $2,955 | $6,710-56.0% | $5,820-49.2% | $6,710-56.0% |
| Admin fee / account holder | $120 | $14,007-99.1% | $10,614-98.9% | $11,403-98.9% |