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 | $74,075 | $209,411-64.6% | $178,490-58.5% | $158,922-53.4% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 15.03% | 188.75%-173.7pp | 151.07%-136.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $4,061 | $5,706-28.8% | $5,011-18.9% | $4,761-14.7% |
| Participant deferral / active EE | $5,086 | $5,954-14.6% | $5,202-2.2% | $5,982-15.0% |
| Admin fee / account holder | $184 | $17,074-98.9% | $13,984-98.7% | $11,246-98.4% |