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 | $103,870 | $209,411-50.4% | $178,490-41.8% | $158,922-34.6% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 20.30% | 188.75%-168.4pp | 151.07%-130.8pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,198 | $5,706-79.0% | $5,011-76.1% | $4,761-74.8% |
| Participant deferral / active EE | $5,379 | $5,954-9.7% | $5,202+3.4% | $5,982-10.1% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |