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 | $58,577 | $165,335-64.6% | $149,696-60.9% | $158,922-63.1% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 16.90% | 348.15%-331.3pp | 276.60%-259.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,836 | $5,103-44.4% | $4,644-38.9% | $4,761-40.4% |
| Participant deferral / active EE | $5,785 | $7,181-19.4% | $6,842-15.4% | $5,982-3.3% |
| Admin fee / account holder | $82 | $10,807-99.2% | $9,309-99.1% | $11,246-99.3% |