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 | $53,819 | $176,056-69.4% | $159,436-66.2% | $167,490-67.9% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 12.63% | 331.75%-319.1pp | 263.57%-250.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $1,621 | $5,297-69.4% | $4,829-66.4% | $4,837-66.5% |
| Participant deferral / active EE | $4,824 | $7,750-37.8% | $7,352-34.4% | $6,341-23.9% |
| Admin fee / account holder | $64 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |