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 | $82,139 | $165,335-50.3% | $149,696-45.1% | $158,922-48.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 21.42% | 348.15%-326.7pp | 276.60%-255.2pp | 302.83%-281.4pp |
| Employer contribution / active EE | $3,971 | $5,103-22.2% | $4,644-14.5% | $4,761-16.6% |
| Participant deferral / active EE | $12,256 | $7,181+70.7% | $6,842+79.1% | $5,982+104.9% |
| Admin fee / account holder | $268 | $10,807-97.5% | $9,309-97.1% | $11,246-97.6% |