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 | $81,785 | $165,335-50.5% | $149,696-45.4% | $158,922-48.5% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 11.79% | 348.15%-336.4pp | 276.60%-264.8pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,350 | $5,103-73.5% | $4,644-70.9% | $4,761-71.6% |
| Participant deferral / active EE | $4,469 | $7,181-37.8% | $6,842-34.7% | $5,982-25.3% |
| Admin fee / account holder | $284 | $10,807-97.4% | $9,309-96.9% | $11,246-97.5% |