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 | $36,219 | $152,587-76.3% | $125,175-71.1% | $152,861-76.3% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 16.85% | 54.84%-38.0pp | 43.79%-26.9pp | 345.32%-328.5pp |
| Employer contribution / active EE | $1,012 | $4,946-79.5% | $3,865-73.8% | $4,762-78.7% |
| Participant deferral / active EE | $2,991 | $5,868-49.0% | $4,937-39.4% | $5,850-48.9% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |