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 7-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 | $81,210 | $209,411-61.2% | $178,490-54.5% | $158,922-48.9% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 15.39% | 188.75%-173.4pp | 151.07%-135.7pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,198 | $5,706-61.5% | $5,011-56.1% | $4,761-53.8% |
| Participant deferral / active EE | $5,288 | $5,954-11.2% | $5,202+1.7% | $5,982-11.6% |
| Admin fee / account holder | $263 | $17,074-98.5% | $13,984-98.1% | $11,246-97.7% |