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 | $131,691 | $209,411-37.1% | $178,490-26.2% | $158,922-17.1% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 18.95% | 188.75%-169.8pp | 151.07%-132.1pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,105 | $5,706-63.1% | $5,011-58.0% | $4,761-55.8% |
| Participant deferral / active EE | $6,295 | $5,954+5.7% | $5,202+21.0% | $5,982+5.2% |
| Admin fee / account holder | $138 | $17,074-99.2% | $13,984-99.0% | $11,246-98.8% |