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 | $90,631 | $176,056-48.5% | $159,436-43.2% | $167,490-45.9% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 16.46% | 331.75%-315.3pp | 263.57%-247.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | $2,136 | $5,297-59.7% | $4,829-55.8% | $4,837-55.8% |
| Participant deferral / active EE | $5,476 | $7,750-29.3% | $7,352-25.5% | $6,341-13.6% |
| Admin fee / account holder | $269 | $12,554-97.9% | $10,799-97.5% | $12,309-97.8% |