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 | $106,595 | $209,411-49.1% | $178,490-40.3% | $158,922-32.9% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 11.15% | 188.75%-177.6pp | 151.07%-139.9pp | 302.83%-291.7pp |
| Employer contribution / active EE | $2,941 | $5,706-48.5% | $5,011-41.3% | $4,761-38.2% |
| Participant deferral / active EE | $6,138 | $5,954+3.1% | $5,202+18.0% | $5,982+2.6% |
| Admin fee / account holder | $139 | $17,074-99.2% | $13,984-99.0% | $11,246-98.8% |