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 | $82,281 | $176,056-53.3% | $159,436-48.4% | $167,490-50.9% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 19.89% | 331.75%-311.9pp | 263.57%-243.7pp | 478.56%-458.7pp |
| Employer contribution / active EE | $3,028 | $5,297-42.8% | $4,829-37.3% | $4,837-37.4% |
| Participant deferral / active EE | $4,212 | $7,750-45.7% | $7,352-42.7% | $6,341-33.6% |
| Admin fee / account holder | $133 | $12,554-98.9% | $10,799-98.8% | $12,309-98.9% |