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 | $82,148 | $198,466-58.6% | $170,442-51.8% | $147,584-44.3% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 15.38% | 257.29%-241.9pp | 205.93%-190.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,755 | $6,184-71.6% | $5,433-67.7% | $4,876-64.0% |
| Participant deferral / active EE | $5,629 | $5,6290% | $4,939+13.9% | $5,439+3.5% |
| Admin fee / account holder | $196 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |