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 | $80,358 | $198,466-59.5% | $170,442-52.9% | $147,584-45.6% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 17.36% | 257.29%-239.9pp | 205.93%-188.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $4,344 | $6,184-29.7% | $5,433-20.0% | $4,876-10.9% |
| Participant deferral / active EE | $4,590 | $5,629-18.5% | $4,939-7.1% | $5,439-15.6% |
| Admin fee / account holder | $195 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |