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 | $78,632 | $159,934-50.8% | $147,005-46.5% | $145,959-46.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.74% | 98.24%-82.5pp | 418.76%-403.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $1,184 | $5,287-77.6% | $4,934-76.0% | $4,661-74.6% |
| Participant deferral / active EE | $7,633 | $8,427-9.4% | $8,070-5.4% | $6,689+14.1% |
| Admin fee / account holder | $291 | $15,053-98.1% | $13,006-97.8% | $13,398-97.8% |