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 | $60,975 | $152,587-60.0% | $125,175-51.3% | $152,861-60.1% |
| Participation rate | 70.0% | 83.3%-13.3pp | 79.8%-9.8pp | 82.4%-12.4pp |
| Annual return | 20.26% | 54.84%-34.6pp | 43.79%-23.5pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,787 | $4,946-63.9% | $3,865-53.8% | $4,762-62.5% |
| Participant deferral / active EE | $6,300 | $5,868+7.4% | $4,937+27.6% | $5,850+7.7% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |