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 8-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 | $54,267 | $165,335-67.2% | $149,696-63.7% | $158,922-65.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 32.21% | 348.15%-315.9pp | 276.60%-244.4pp | 302.83%-270.6pp |
| Employer contribution / active EE | $3,490 | $5,103-31.6% | $4,644-24.9% | $4,761-26.7% |
| Participant deferral / active EE | $9,973 | $7,181+38.9% | $6,842+45.8% | $5,982+66.7% |
| Admin fee / account holder | $122 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |