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 | $89,423 | $209,411-57.3% | $178,490-49.9% | $158,922-43.7% |
| Participation rate | 73.3% | 86.3%-13.0pp | 81.9%-8.6pp | 82.0%-8.6pp |
| Annual return | 14.39% | 188.75%-174.4pp | 151.07%-136.7pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,611 | $5,706-54.2% | $5,011-47.9% | $4,761-45.2% |
| Participant deferral / active EE | $5,401 | $5,954-9.3% | $5,202+3.8% | $5,982-9.7% |
| Admin fee / account holder | $117 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |