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 | $65,246 | $114,381-43.0% | $107,525-39.3% | $142,382-54.2% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 19.10% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,573 | $4,015-60.8% | $3,754-58.1% | $4,299-63.4% |
| Participant deferral / active EE | $4,262 | $5,564-23.4% | $5,116-16.7% | $6,507-34.5% |
| Admin fee / account holder | $257 | $9,860-97.4% | $8,919-97.1% | $12,624-98.0% |