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 | $146,657 | $209,411-30.0% | $178,490-17.8% | $158,922-7.7% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 12.09% | 188.75%-176.7pp | 151.07%-139.0pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,257 | $5,706-78.0% | $5,011-74.9% | $4,761-73.6% |
| Participant deferral / active EE | $3,107 | $5,954-47.8% | $5,202-40.3% | $5,982-48.1% |
| Admin fee / account holder | $208 | $17,074-98.8% | $13,984-98.5% | $11,246-98.2% |