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 | $125,929 | $210,648-40.2% | $177,989-29.2% | $145,922-13.7% |
| Participation rate | 76.5% | 80.8%-4.3pp | 77.1%-0.6pp | 80.3%-3.8pp |
| Annual return | 14.20% | 385.86%-371.7pp | 294.48%-280.3pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,254 | $4,565-50.6% | $3,949-42.9% | $4,660-51.6% |
| Participant deferral / active EE | $5,332 | $6,958-23.4% | $6,276-15.1% | $6,688-20.3% |
| Admin fee / account holder | $71 | $12,013-99.4% | $10,363-99.3% | $13,397-99.5% |