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 | $137,435 | $209,411-34.4% | $178,490-23.0% | $158,922-13.5% |
| Participation rate | 81.0% | 86.3%-5.4pp | 81.9%-1.0pp | 82.0%-1.0pp |
| Annual return | 31.44% | 188.75%-157.3pp | 151.07%-119.6pp | 302.83%-271.4pp |
| Employer contribution / active EE | $2,010 | $5,706-64.8% | $5,011-59.9% | $4,761-57.8% |
| Participant deferral / active EE | $2,804 | $5,954-52.9% | $5,202-46.1% | $5,982-53.1% |
| Admin fee / account holder | $2 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |