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 | $80,845 | $209,411-61.4% | $178,490-54.7% | $158,922-49.1% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 10.46% | 188.75%-178.3pp | 151.07%-140.6pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,867 | $5,706-67.3% | $5,011-62.7% | $4,761-60.8% |
| Participant deferral / active EE | $3,015 | $5,954-49.4% | $5,202-42.0% | $5,982-49.6% |
| Admin fee / account holder | $285 | $17,074-98.3% | $13,984-98.0% | $11,246-97.5% |