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 | $32,334 | $232,540-86.1% | $185,117-82.5% | $147,584-78.1% |
| Participation rate | 93.3% | 82.4%+11.0pp | 77.3%+16.1pp | 82.8%+10.5pp |
| Annual return | 25.15% | 43.03%-17.9pp | 40.50%-15.4pp | 578.55%-553.4pp |
| Employer contribution / active EE | $1,469 | $5,195-71.7% | $4,182-64.9% | $4,876-69.9% |
| Participant deferral / active EE | $6,049 | $5,834+3.7% | $5,045+19.9% | $5,439+11.2% |
| Admin fee / account holder | $92 | $10,275-99.1% | $8,159-98.9% | $10,885-99.2% |