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 | $124,321 | $217,402-42.8% | $185,823-33.1% | $167,490-25.8% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 12.57% | 148.36%-135.8pp | 122.05%-109.5pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,020 | $5,873-65.6% | $5,167-60.9% | $4,837-58.2% |
| Participant deferral / active EE | $5,374 | $6,356-15.5% | $5,568-3.5% | $6,341-15.3% |
| Admin fee / account holder | $41 | $19,811-99.8% | $16,237-99.7% | $12,309-99.7% |