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 | $118,949 | $148,534-19.9% | $135,903-12.5% | $139,434-14.7% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 19.54% | 79.19%-59.7pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,105 | $5,243-59.9% | $4,856-56.7% | $4,751-55.7% |
| Participant deferral / active EE | $5,387 | $8,100-33.5% | $7,758-30.6% | $6,710-19.7% |
| Admin fee / account holder | $251 | $12,400-98.0% | $10,762-97.7% | $11,403-97.8% |