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 | $44,892 | $217,402-79.4% | $185,823-75.8% | $167,490-73.2% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 14.86% | 148.36%-133.5pp | 122.05%-107.2pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,958 | $5,873-66.7% | $5,167-62.1% | $4,837-59.5% |
| Participant deferral / active EE | $6,753 | $6,356+6.2% | $5,568+21.3% | $6,341+6.5% |
| Admin fee / account holder | $238 | $19,811-98.8% | $16,237-98.5% | $12,309-98.1% |