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 | $67,034 | $148,534-54.9% | $135,903-50.7% | $139,434-51.9% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 15.19% | 79.19%-64.0pp | 68.23%-53.0pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,091 | $5,243-60.1% | $4,856-56.9% | $4,751-56.0% |
| Participant deferral / active EE | $8,201 | $8,100+1.2% | $7,758+5.7% | $6,710+22.2% |
| Admin fee / account holder | $19 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |