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 | $61,682 | $176,056-65.0% | $159,436-61.3% | $167,490-63.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.36% | 331.75%-316.4pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $3,475 | $5,297-34.4% | $4,829-28.1% | $4,837-28.2% |
| Participant deferral / active EE | $7,115 | $7,750-8.2% | $7,352-3.2% | $6,341+12.2% |
| Admin fee / account holder | $161 | $12,554-98.7% | $10,799-98.5% | $12,309-98.7% |