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 | $30,338 | $165,335-81.7% | $149,696-79.7% | $158,922-80.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 19.03% | 348.15%-329.1pp | 276.60%-257.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,964 | $5,103-61.5% | $4,644-57.7% | $4,761-58.7% |
| Participant deferral / active EE | $3,677 | $7,181-48.8% | $6,842-46.3% | $5,982-38.5% |
| Admin fee / account holder | $149 | $10,807-98.6% | $9,309-98.4% | $11,246-98.7% |