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 | $36,992 | $165,335-77.6% | $149,696-75.3% | $158,922-76.7% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 18.85% | 348.15%-329.3pp | 276.60%-257.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,011 | $5,103-80.2% | $4,644-78.2% | $4,761-78.8% |
| Participant deferral / active EE | $4,582 | $7,181-36.2% | $6,842-33.0% | $5,982-23.4% |
| Admin fee / account holder | $286 | $10,807-97.4% | $9,309-96.9% | $11,246-97.5% |