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 | $49,962 | $176,056-71.6% | $159,436-68.7% | $167,490-70.2% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.18% | 331.75%-318.6pp | 263.57%-250.4pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,760 | $5,297-66.8% | $4,829-63.6% | $4,837-63.6% |
| Participant deferral / active EE | $4,009 | $7,750-48.3% | $7,352-45.5% | $6,341-36.8% |
| Admin fee / account holder | $200 | $12,554-98.4% | $10,799-98.1% | $12,309-98.4% |