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 | $84,241 | $217,402-61.3% | $185,823-54.7% | $167,490-49.7% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 12.87% | 148.36%-135.5pp | 122.05%-109.2pp | 478.56%-465.7pp |
| Employer contribution / active EE | $5,121 | $5,873-12.8% | $5,167-0.9% | $4,837+5.9% |
| Participant deferral / active EE | $6,120 | $6,356-3.7% | $5,568+9.9% | $6,341-3.5% |
| Admin fee / account holder | $246 | $19,811-98.8% | $16,237-98.5% | $12,309-98.0% |