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 | $74,650 | $108,912-31.5% | $100,383-25.6% | $145,959-48.9% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 18.42% | 57.96%-39.5pp | 49.26%-30.8pp | 561.95%-543.5pp |
| Employer contribution / active EE | $2,951 | $4,423-33.3% | $3,944-25.2% | $4,661-36.7% |
| Participant deferral / active EE | $4,824 | $8,451-42.9% | $8,086-40.3% | $6,689-27.9% |
| Admin fee / account holder | $153 | $9,690-98.4% | $7,900-98.1% | $13,398-98.9% |