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 | $109,250 | $165,335-33.9% | $149,696-27.0% | $158,922-31.3% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 17.95% | 348.15%-330.2pp | 276.60%-258.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,498 | $5,103-70.6% | $4,644-67.7% | $4,761-68.5% |
| Participant deferral / active EE | $6,900 | $7,181-3.9% | $6,842+0.9% | $5,982+15.3% |
| Admin fee / account holder | $265 | $10,807-97.5% | $9,309-97.2% | $11,246-97.6% |