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 6-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 | $87,481 | $165,335-47.1% | $149,696-41.6% | $158,922-45.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 20.02% | 348.15%-328.1pp | 276.60%-256.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $2,348 | $5,103-54.0% | $4,644-49.4% | $4,761-50.7% |
| Participant deferral / active EE | $2,725 | $7,181-62.1% | $6,842-60.2% | $5,982-54.4% |
| Admin fee / account holder | $169 | $10,807-98.4% | $9,309-98.2% | $11,246-98.5% |