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 | $37,978 | $154,228-75.4% | $145,433-73.9% | $137,256-72.3% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 13.81% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,833 | $4,804-61.9% | $4,554-59.8% | $4,156-55.9% |
| Participant deferral / active EE | $9,376 | $8,216+14.1% | $7,897+18.7% | $6,407+46.3% |
| Admin fee / account holder | $97 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |