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 | $36,459 | $198,466-81.6% | $170,442-78.6% | $147,584-75.3% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 22.58% | 257.29%-234.7pp | 205.93%-183.3pp | 578.55%-556.0pp |
| Employer contribution / active EE | $2,000 | $6,184-67.7% | $5,433-63.2% | $4,876-59.0% |
| Participant deferral / active EE | $3,923 | $5,629-30.3% | $4,939-20.6% | $5,439-27.9% |
| Admin fee / account holder | $287 | $16,852-98.3% | $13,880-97.9% | $10,885-97.4% |