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 | $34,511 | $165,335-79.1% | $149,696-76.9% | $158,922-78.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 14.28% | 348.15%-333.9pp | 276.60%-262.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,492 | $5,103-51.2% | $4,644-46.4% | $4,761-47.7% |
| Participant deferral / active EE | $2,492 | $7,181-65.3% | $6,842-63.6% | $5,982-58.3% |
| Admin fee / account holder | $118 | $10,807-98.9% | $9,309-98.7% | $11,246-99.0% |